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Morgan Stanley channel checks point to soft demand for iPhone 18 models, CNBC reports

CNBC reported Oct 12 that Morgan Stanley channel checks indicate soft demand for iPhone 18 models; Erik Woodring discussed Apple on 'Squawk on the Street'.

MarketAlleys Research Desk

Published · 3 min read

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Illustration for: Morgan Stanley channel checks point to soft demand for iPhone 18 models, CNBC reports
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What happened

CNBC reported on Oct 12, 11:17 UTC that Morgan Stanley channel checks indicate soft demand for iPhone 18 models. The report was titled "Morgan Stanley: Channel checks indicate soft demand for iPhone 18 models." The development concerns Apple and its iPhone 18 models. Erik Woodring, head of U.S. tech hardware research at Morgan Stanley, joined 'Squawk on the Street' to discuss Apple amid fresh concerns about iPhone demand.

Stocks market context

All moves are from the prior close and prices are as of Oct 12, 17:46 UTC. The SPY ETF was $777.78 (fell 0.10% from the prior close); the QQQ ETF was $745.86 (fell 0.72% from the prior close); Apple was $339.47 (rose 0.84% from the prior close); NVIDIA was $226.40 (fell 1.26% from the prior close); Microsoft was $540.84 (rose 1.08% from the prior close); Meta Platforms was $748.75 (rose 4.19% from the prior close).

Instrument Last Change Basis As of Source
S&P 500 (via SPY ETF) $777.78 -0.10% vs prior close Oct 12, 17:46 UTC Finnhub
Nasdaq 100 (via QQQ ETF) $745.86 -0.72% vs prior close Oct 12, 17:46 UTC Finnhub
NVIDIA $226.40 -1.26% vs prior close Oct 12, 17:46 UTC Finnhub
Apple $339.47 +0.84% vs prior close Oct 12, 17:46 UTC Finnhub
Microsoft $540.84 +1.08% vs prior close Oct 12, 17:46 UTC Finnhub
Amazon $259.88 -0.97% vs prior close Oct 12, 17:46 UTC Finnhub
Alphabet $352.46 +0.23% vs prior close Oct 12, 17:46 UTC Finnhub
Meta Platforms $748.75 +4.19% vs prior close Oct 12, 17:46 UTC Finnhub
Tesla $379.34 -0.88% vs prior close Oct 12, 17:46 UTC Finnhub
JPMorgan Chase $334.49 +0.45% vs prior close Oct 12, 17:46 UTC Finnhub

Yahoo published "Apple (AAPL) Faces iPhone Demand Pressure. Can Its Growth Justify the Premium?" which notes potential demand challenges for Apple. Yahoo also published "Apple’s Strategy Is Starting to Look Like a Masterstroke of Genius."

What to watch

No upcoming events relevant to this article were available for this edition.

  • Tue Oct 13 (before the open) — UNH Q3 2026 earnings · EPS estimate 4.19
  • Tue Oct 13 (before the open) — JPM Q3 2026 earnings · EPS estimate 5.92
  • Tue Oct 13 (before the open) — JNJ Q3 2026 earnings · EPS estimate 2.59
  • Tue Oct 13 (before the open) — C Q3 2026 earnings · EPS estimate 2.73
  • Tue Oct 13 (before the open) — WFC Q3 2026 earnings · EPS estimate 1.88
  • Tue Oct 13 (before the open) — GS Q3 2026 earnings · EPS estimate 15.05

Sources and data

  • CNBC (secondary source) — Morgan Stanley: Channel checks indicate soft demand for iPhone 18 models
  • Yahoo (secondary source) — Apple (AAPL) Faces iPhone Demand Pressure. Can Its Growth Justify the Premium?
  • economictimes.indiatimes.com (secondary source) — Micron Technology stock crash today: Why is MU share price at Nasdaq down on Monday?
  • Finnhub (market data) — market data

Market data as of Oct 12, 17:46 UTC; report generated Oct 12, 17:50 UTC. All times are UTC. Each table row shows its own timestamp and provider.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.

Terms in this article

Sources & data

  1. CNBC (secondary, retrieved Oct 12, 2026, 05:51 PM UTC)
  2. Yahoo (secondary, retrieved Oct 12, 2026, 05:51 PM UTC)
  3. economictimes.indiatimes.com (secondary, retrieved Oct 12, 2026, 05:51 PM UTC)
  4. Finnhub (market-data, retrieved Oct 12, 2026, 05:51 PM UTC)

Market data as of Oct 12, 2026, 05:46 PM UTC.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools, built only from the cited sources and validated by rules described in our methodology. Spot an error? Request a correction.

Ask about this story

Questions are answered only from this article and the sources it cites.

MarketAlleys provides news and analysis for information only; it is not investment advice or a recommendation to buy or sell any security. Markets involve risk. Risk disclaimer.

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Morgan Stanley channel checks point to soft demand for iPhone 18 model | MarketAlleys