{"id":65699,"date":"2026-07-30T18:20:22","date_gmt":"2026-07-30T22:20:22","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/apple-projects-double-digit-growth-amid-supply-constraints-trump-netanyahu-gaza-plan-advances\/65699\/"},"modified":"2026-07-30T18:20:22","modified_gmt":"2026-07-30T22:20:22","slug":"apple-projects-double-digit-growth-amid-supply-constraints-trump-netanyahu-gaza-plan-advances","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/apple-projects-double-digit-growth-amid-supply-constraints-trump-netanyahu-gaza-plan-advances\/65699\/","title":{"rendered":"Apple Projects Double-Digit Growth Amid Supply Constraints; Trump-Netanyahu Gaza Plan Advances"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Apple (<a href=\"\/stock\/AAPL\">AAPL<\/a>)<\/strong> expects <strong>9% to 11%<\/strong> total revenue growth for the September quarter, with <strong>iPhone<\/strong> revenue projected to grow in the <strong>mid-teens<\/strong> despite significant supply constraints.<\/li>\n<li><strong>Blackstone Private Credit Fund (BCRED)<\/strong> reported a <strong>0.3% total net return<\/strong> for Q2 2026, maintaining over <strong>$17 billion<\/strong> in liquidity while managing modest payment-in-kind (PIK) income at <strong>5.6%<\/strong>.<\/li>\n<li><strong>President Trump<\/strong> and Israeli Prime Minister <strong>Benjamin Netanyahu<\/strong> have reportedly moved forward on a <strong>20-point plan<\/strong> for Gaza, with U.S. officials emphasizing that Netanyahu must stand by his commitments.<\/li>\n<li><strong>New Zealand\u2019s<\/strong> consumer confidence saw a sharp recovery in July, with the <strong>ANZ-Roy Morgan Index<\/strong> jumping to <strong>99.3<\/strong> from 91.3 in the prior month.<\/li>\n<\/ul>\n<h2>Apple Forecasts Strong iPhone Demand Despite Supply Headwinds<\/h2>\n<p>Apple (<a href=\"\/stock\/AAPL\">AAPL<\/a>) executives provided a robust outlook for the upcoming September quarter during their latest conference call, projecting total company revenue growth between <strong>9% and 11%<\/strong> year-over-year. CFO <strong>Kevan Parekh<\/strong> highlighted that <strong>iPhone<\/strong> revenue is expected to grow in the <strong>mid-teens<\/strong>, supported by strong upgrade cycles. However, the company warned that <strong>supply constraints<\/strong> are expected to increase significantly from the June quarter, potentially impacting the availability of iPhones, Macs, and iPads.<\/p>\n<p>CEO <strong>Tim Cook<\/strong> noted that Apple has received approval in China to ship &quot;original&quot; features of <strong>Apple Intelligence<\/strong>, though he admitted &quot;more work&quot; is required for the approval of <strong>Siri AI<\/strong> in that market. To mitigate supply chain risks, Cook stated the company is <strong>&quot;evaluating all options&quot;<\/strong> for alternative component suppliers. The tech giant also projected gross margins between <strong>47% and 48%<\/strong>, which includes a one-percentage-point benefit from <strong>tariff refunds<\/strong>.<\/p>\n<h2>Blackstone Navigates Private Credit Market Shifts<\/h2>\n<p>The <strong>Blackstone Private Credit Fund (BCRED)<\/strong>, managed by Blackstone (<a href=\"\/stock\/BX\">BX<\/a>), ended the second quarter of 2026 with a stable performance, posting a <strong>0.3% total net return<\/strong> for Class I shares. The fund continues to see strong institutional demand for private credit, which it maintains is a well-positioned long-term allocation for investors. Despite broader market volatility, the fund&#39;s <strong>payment-in-kind (PIK) income<\/strong> remained modest at <strong>5.6%<\/strong> of total investment income.<\/p>\n<p>Liquidity remains a core strength for the fund, which reported over <strong>$17 billion<\/strong> in available capital at the end of June. Blackstone executives emphasized that the private credit sector remains resilient, even as the fund manages a high volume of assets. The firm&#39;s focus remains on high-quality, senior secured debt to protect shareholder value against macroeconomic shifts.<\/p>\n<h2>Geopolitical Developments: Gaza Peace Plan and Drone Pacts<\/h2>\n<p>On the diplomatic front, a senior U.S. official reported that Prime Minister <strong>Benjamin Netanyahu<\/strong> has signed onto President <strong>Trump&#39;s 20-point plan<\/strong> for Gaza following high-level meetings this week. The plan was discussed in depth during follow-up sessions involving Vice President <strong>JD Vance<\/strong> and envoy <strong>Steve Witkoff<\/strong>. U.S. officials indicated that the framework is a firm commitment that the Israeli leader is expected to uphold as part of a broader regional strategy.<\/p>\n<p>Simultaneously, the <strong>U.S. and Ukraine<\/strong> have formalized a <strong>drone technology pact<\/strong> signed last week. This agreement allows Ukraine to send its battle-tested drone systems to the U.S. for military testing and evaluation. The partnership aims to leverage Ukrainian battlefield innovation to bolster U.S. military capabilities, particularly in low-cost unmanned aerial vehicle (UAV) technology.<\/p>\n<h2>Regional Economic Shifts: New Zealand Confidence Rebounds<\/h2>\n<p>Economic sentiment in <strong>New Zealand<\/strong> showed a marked improvement in July, according to the <strong>ANZ-Roy Morgan Consumer Confidence Index<\/strong>. The index rose to <strong>99.3<\/strong>, a significant climb from June&#39;s <strong>91.3<\/strong>. This recovery suggests that New Zealand households are becoming more optimistic about the economic outlook, potentially signaling a turnaround in domestic spending and retail activity for the second half of the year.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Apple (AAPL) expects 9% to 11% total revenue growth for the September quarter, with iPhone revenue projected to 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