Likefolio's Megan Brantley provides a "glass half-full" perspective on Apple (AAPL) ahead of its 4Q earnings report. She says search activity for a "new iPhone" ticked up in late summer, but after the iPhone 16 didn't launch with A.I. features it led to a small dip in activity. However, long-term the Likefolio group sees stickiness in Apple's ecosystem once the A.I. Apple Intelligence features are fully launched.