As investors and traders weigh the recent iPhone 17 release, shares of Apple (AAPL) have touched their highest point in 2025. Carolina Milanesi discusses the significance of this latest launch as Apple continues to build out its mobile hardware and device ecosystem. She says hardware is still driving the biggest refresh cycles, despite "all the talk about AI." She things this iPhone 17 is getting people back into stores, and says the "excitement" will get consumers to think about upgrading. Carolina does believe the company needs a better Siri model, but knows whatever AI consumers choose it will run well on an Apple device.