4Q iPhone sales will be determined by supplies and early sell-in versus sell-through, note a Barclays analyst on Apple (AAPL). The analyst highlights that early China pre-order data points to a “difficult” iPhone 15 cycle. Goldman Sachs also agrees that there is trouble ahead for AAPL, saying that the 8+ week delay for select phones in certain regions indicates a supply-demand imbalance, and that there are potential supply chain constraints that might impact supply. Alex Coffey discusses this, as iPhone 15 models go on sale Friday. Tune in to find out more about the stock market today.