• AAPL Q3 revenue $109.4B (+16%), EPS $2.02. iPhone sales $54.25B (+22%). Services $30.74B. Gross margin ~50.1%. Q4 revenue guide +9–11%; supply shortages cited; stock plunged.
  • Apple (AAPL) said a rare surge in AI-driven DRAM and NAND prices — led by Samsung, SK Hynix and Micron — forced reluctant product price hikes and expects memory costs to rise further.
  • Apple warned chipmaking capacity shortages will limit iPhone, Mac and iPad supply and slow growth; shares fell in premarket trading after the announcement.
  • Apple is reportedly working with PrismML to compress Alibaba’s 27B Qwen model below 4GB to run natively on iPhone 15, enabling on-device AI inference and reducing cloud dependence.
  • Apple (AAPL) slid premarket after earnings, posting its biggest one-day drop in over a year. Analysts cut near-term targets and flagged weaker guidance and margin pressure.
  • AAPL raised R&D spending 32% YoY to fund AI infrastructure; higher component costs and supply constraints also pushed expenses up.
  • AAPL: strong cash flow, ongoing buybacks and dividends; analysts flag high valuation, memory cost pressure that could hit margins, possible higher iPhone prices, and upcoming CEO transition.
  • TD Cowen kept its rating on Apple Inc. (AAPL) at Buy and raised its price target for the stock to $400 per share from $350, according to the firm’s latest coverage note.
  • Apple (AAPL): Large K‑12 MacBook Neo rollouts — Pinellas 25,000, Peninsula 8,000, Midwest City‑Del City 6,000+. Several districts used Apple financing for deployments.