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MarketBeat
MarketBeat
Business
Bridget Bennett

Apple, Meta, and SpaceX Are Driving a Device Boom—These 3 Stocks Could Benefit

Three weeks, four launches. Apple (NASDAQ: AAPL) put its first foldable on sale, unveiling the iPhone Duo alongside the iPhone 18 Pro on Sept. 9. Meta Platforms (NASDAQ: META) rolled out an entire lineup of AI glasses, plus a pocket device built around its Muse agent. SpaceX (NASDAQ: SPCX) pushed its first batch of next-generation Starlink satellites into orbit. And a smart ring company started marketing shares to the public.

Consumer hardware has not had a stretch like this in years. The money that follows a new device rarely lands on the company whose logo is on the box, though. It lands on the supplier, the patent holder, or the subscription attached to the thing you wear.

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