The holiday season added muscle to Apple's (AAPL) iPhone 17 sales. LikeFolio's data shows strong demand in the tail-end of 2025, something Megan Brantley believes offers a good set-up for 2026. She makes the case that any positive headlines on AI development can send Apple's consumer sentiment soaring. However, Megan says there's a big question mark for the back half of the year when it comes to forward innovation.