Apple ( AAPL ) delivered solid second-quarter earnings — but you wouldn’t exactly know it from the mood on Wall Street. Despite beating expectations for the fifth straight quarter, investors were less focused on what Apple just reported and more on what lies ahead: a turbulent macroeconomic horizon, slowing margins, and a looming $900 million tariff hit . The elephant in the earnings room wasn’t just softer services revenue or a continued sales slump in China. It was the growing threat of