Analysts say component cost hikes may add about $150–$200 to iPhone 18, hitting Pro models hardest; traders watch whether Apple passes costs to buyers or protects margins in H2.App
Apple NASDAQ:AAPL is back in focus as Wall Street and Washington react to reports that the company is seeking clearance to buy memory chips from China's CXMT.Loop Capital reiterated its Buy rating, saying Apple's reported lobbying effort fits its research that the company is looking more deeply at…
Apple (AAPL, Financials) is getting fresh attention as it looks for ways to manage rising memory costs. Loop Capital kept its Buy rating on the stock, saying reports that Apple is exploring Chinese memory supply fit with the firm's earlier research.The Financial Times recently reported that Apple h…
Apple (AAPL, Financials) and Microsoft (MSFT, Financials) are starting to pass higher memory costs on to customers.The reason is the AI boom. Data centers need more memory chips, and that has tightened supply across the electronics market.Apple raised prices on some iPads and Macs. Microsoft also l…
Apple NASDAQ:AAPL is lobbying the Trump administration for permission to source memory chips from ChangXin Memory Technologies, a Chinese supplier blacklisted by the U.S. government.The iPhone maker has approached the White House, Commerce Department and other administration officials in recent wee…
Apple raised prices on select MacBooks, iPads, HomePod and Apple TV due to higher memory and storage chip costs from AI data-center demand; shares fell about 6% after the news.Appl
The Bank for International Settlements has warned that artificial intelligence “exuberance” could have major financial consequences, as heavy reliance on debt financing in AI ventures raises the risk of cascading defaults if investor optimism fades.The five largest hyperscalers are set to spend mor…
Apple is making a push to secure memory components and is reportedly lobbying the U.S. government to allow it to buy chips from the Chinese memory firm ChangXin Memory Technologies (CXMT) and to avoid future export restrictions on the company, according to a key supply chain analyst and a media rep…
The artificial intelligence investment cycle exposed a widening gap across the technology sector last week. While semiconductor companies supplying AI infrastructure benefited from soaring demand, consumer technology firms faced mounting cost pressures, weaker investor sentiment and concerns over f…
Apple plans a touchscreen MacBook Pro for late 2026–early 2027 with M5 Pro/M5 Max chips; M7 follow-up likely while M6 Pro/Max may be skipped. Timing tied to memory supply and recen
Apple supply-chain analyst Ming-Chi Kuo said iOS 27 will further deepen system-level integration with Apple Intelligence, according to 36Kr. Based on his latest industry survey, Kuo said Apple plans to raise DRAM in lower-end iPhone models using the A20 processor in the first half of 2027 to 9GB (1…
Tech reporter Mark Gurman wrote on June 26 that Apple’s rumored touchscreen MacBook Pro could launch later in 2026 or in early 2027, debuting with the current M5 Pro and M5 Max chips, according to 36Kr. Apple is then said to be planning an upgraded version using an M7 chip, aligning with earlier re…
The artificial intelligence boom has long been pitched as a transformative force that would boost productivity and eventually lower costs across the economy.But this week, investors were confronted with a less discussed consequence of the AI race: higher prices.Apple and Microsoft both announced pr…
Apple raised prices across Macs, iPads, accessories and home devices (many up 15%–25%), listing specific model hikes; iPhone unchanged. Apple shares fell about 6% intraday.AAPL fel
Apple Inc.’s (AAPL) top executive overseeing the Vision Pro headset and the company’s unannounced smart glasses initiative is reportedly departing for rival artificial intelligence startup OpenAI.Paul Meade, a vice president of hardware engineering within Apple’s Vision Products Group, is scheduled…
Apple Inc. (AAPL) shares have come under pressure after the company raised prices on several MacBook and iPad models.But some Wall Street analysts believe the pullback could present a buying opportunity as the company leverages its pricing power and loyal customer base.Apple stock fell 6.1% on Thur…