{"id":73132,"date":"2026-10-16T10:08:18","date_gmt":"2026-10-16T14:08:18","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/"},"modified":"2026-10-16T10:08:18","modified_gmt":"2026-10-16T14:08:18","slug":"us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/","title":{"rendered":"US Industrial Production Surges Past Estimates; iPhone Duo Frenzy Pushes Deliveries to 2027"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/#Key_Takeaways\" >Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/#US_Industrial_Sector_Shows_Surprising_Resilience\" >US Industrial Sector Shows Surprising Resilience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/#Apples_iPhone_Duo_Launch_Triggers_Pre-order_Frenzy\" >Apple\u2019s iPhone Duo Launch Triggers Pre-order Frenzy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/#Tesla-SpaceX_Merger_Speculation_Intensifies\" >Tesla-SpaceX Merger Speculation Intensifies<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/#UK_Government_Weighs_Stricter_EV_Mandates\" >UK Government Weighs Stricter EV Mandates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/us-industrial-production-surges-past-estimates-iphone-duo-frenzy-pushes-deliveries-to-2027\/73132\/#Global_Energy_and_Inflation_Updates\" >Global Energy and Inflation Updates<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>US Industrial Production<\/strong> rose by <strong>0.7%<\/strong> in September, significantly outperforming the <strong>0.4%<\/strong> growth expected by analysts and signaling a robust expansion in the industrial sector.<\/li>\n<li><strong>Apple (<a href=\"\/stock\/AAPL\">AAPL<\/a>)<\/strong> saw shipping estimates for its new <strong>iPhone Duo<\/strong> slip into <strong>late January 2027<\/strong> within minutes of pre-orders opening, driven by a combination of intense demand and constrained supply.<\/li>\n<li><strong>Prediction market odds<\/strong> for a merger between <strong>Tesla (<a href=\"\/stock\/TSLA\">TSLA<\/a>)<\/strong> and <strong>SpaceX<\/strong> have climbed above <strong>50%<\/strong> for early 2027, following the unveiling of the new Roadster featuring SpaceX-derived thruster technology.<\/li>\n<li><strong>UK carmakers<\/strong> are facing a smaller-than-requested cut to electric vehicle (EV) sales targets, with the government reportedly considering a <strong>60%<\/strong> mandate for 2030 instead of the <strong>50%<\/strong> sought by the industry.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"US_Industrial_Sector_Shows_Surprising_Resilience\"><\/span>US Industrial Sector Shows Surprising Resilience<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The US industrial sector gained significant momentum in September, with total output increasing by <strong>0.7%<\/strong> month-over-month. This figure comfortably beat the consensus estimate of <strong>0.4%<\/strong> and followed a revised <strong>0.1%<\/strong> increase in August. The growth was supported by a <strong>3.5%<\/strong> jump in utilities and a <strong>0.3%<\/strong> rise in manufacturing production, while <strong>Capacity Utilization<\/strong> improved to <strong>76.9%<\/strong>, exceeding the <strong>76.5%<\/strong> forecast.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Apples_iPhone_Duo_Launch_Triggers_Pre-order_Frenzy\"><\/span>Apple\u2019s iPhone Duo Launch Triggers Pre-order Frenzy<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Apple (<a href=\"\/stock\/AAPL\">AAPL<\/a>) officially opened pre-orders for the <strong>iPhone Duo<\/strong>, its first foldable device, on Friday morning. Within 30 minutes, delivery dates for all configurations in the US moved to <strong>January 25, 2027<\/strong>, effectively selling out the device for the 2026 holiday season. <em>Analysts suggest that while demand is exceptionally high for the $1,999 device, the extended timelines also reflect the manufacturing complexities and lower yield rates associated with foldable screen technology.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Tesla-SpaceX_Merger_Speculation_Intensifies\"><\/span>Tesla-SpaceX Merger Speculation Intensifies<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Speculation regarding a potential tie-up between Elon Musk\u2019s two largest ventures reached a new peak this week. Prediction markets on platforms like <strong>Kalshi<\/strong> now place the odds of a <strong>Tesla (<a href=\"\/stock\/TSLA\">TSLA<\/a>)<\/strong> and <strong>SpaceX<\/strong> merger or definitive agreement above <strong>50%<\/strong> for the first half of 2027. The shift in sentiment follows recent product showcases where <strong>Tesla (<a href=\"\/stock\/TSLA\">TSLA<\/a>)<\/strong> demonstrated the next-generation Roadster\u2019s &quot;hovering&quot; capabilities, which utilize cold-air thrusters developed by <strong>SpaceX<\/strong>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"UK_Government_Weighs_Stricter_EV_Mandates\"><\/span>UK Government Weighs Stricter EV Mandates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The UK government is reportedly resisting pressure from major automakers like <strong>Ford (<a href=\"\/stock\/F\">F<\/a>)<\/strong> and <strong>Nissan (<a href=\"\/stock\/NSANY\">NSANY<\/a>)<\/strong> to drastically lower zero-emission vehicle (ZEV) targets. While the industry has lobbied for the 2030 EV sales mandate to be cut from <strong>80%<\/strong> to <strong>50%<\/strong>, ministers are currently sounding out a higher <strong>60%<\/strong> target. <em>The decision highlights a growing tension between the Business Department&#39;s desire to protect domestic manufacturing and the Energy Department&#39;s commitment to strict carbon budgets.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Global_Energy_and_Inflation_Updates\"><\/span>Global Energy and Inflation Updates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In energy markets, Russian Deputy Prime Minister <strong>Alexander Novak<\/strong> confirmed that Russia and the US are discussing direct supply contracts for diesel, which could see exports reach <strong>3.5 million tons<\/strong> by the end of 2026. Meanwhile, in Switzerland, <strong>Swiss National Bank (SNB)<\/strong> governing board member <strong>Petra Tschudin<\/strong> noted that while inflation pressure is slightly higher than in June due to energy costs, medium-term pressures remain well-anchored within the bank&#39;s <strong>0-2%<\/strong> target range.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways US Industrial Production rose by 0.7% in September, significantly outperforming the 0.4% growth expected by analysts and signaling [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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