Apple Shares Tumble on Supply Chain Delays and Regulatory Hurdles as Stock Hits Third-Highest Volume on 9/29

On September 29, 2025, Apple Inc. (AAPL) closed with a 0.40% decline, trading at a volume of $10.19 billion—the third-highest on the day’s market. The stock’s performance drew attention amid mixed signals from recent developments affecting its core business segments.

Recent reports highlighted ongoing supply chain adjustments for the iPhone 16 series, with production timelines delayed due to component testing. Analysts noted these delays could impact holiday season sales forecasts, though no official guidance revisions have been issued. Additionally, regulatory scrutiny in the EU over app store policies remained unresolved, creating lingering uncertainty for long-term revenue streams.

Investor sentiment was further tempered by muted consumer demand in China, where recent surveys indicated slower adoption of premium smartphone models. While Apple’s services segment showed resilience, offsetting some hardware revenue declines, market participants remained cautious about near-term growth visibility.

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