Apple Vision Pro 2 unveiled as spatial computing enters mainstream debate
Investors are looking for signs that device innovation can restart Apple's hardware upgrade cycle.
Apple's spatial computing push is less about one headset and more about whether the company can create the next durable interface layer.
Investors want to see battery improvements, developer adoption, and a price path that can move the product beyond early adopters.
For AAPL traders, the market reaction matters more than the keynote language. Strong products still need a credible upgrade cycle to move estimates.
FXARO's view is that Apple remains defensive until hardware growth proves it can accelerate again.
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