Apple (AAPL) needs to beat and show how its new iPhone cycle will bolster sales, says Logan Gillan when previewing the Mag 7 company's earnings. However, he notes that the tech giant's lack of substantial CapEx will serve as a long-term tailwind. Logan explains how the iPhone 18 and Duo ecosystem, paired with maneuvers into agentic AI, will add muscle to the company's bottom line.