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Nio dropped 4% following a revenue miss and warnings that rising memory chip costs, driven by the AI boom, will pressure second-half margins despite achieving record quarterly vehicle profitability.
Apple faces mounting headwinds from rising memory component costs, canceled product designs, and regulatory limits on Chinese chip sourcing. Despite strong prior quarterly results and future foldable…
Amazon raised 2026 AI capex to $220B (+10% from Feb estimate), driven by rising memory chip costs. While signaling robust AI demand, the spending surge echoes dot-com era overbuilding risks, raising …
Apple posted record June-quarter revenue of $109.4B, beating estimates on strong iPhone and Mac sales. Tariff refunds boosted profit, though rising memory costs and a China revenue miss temper outloo…
Apple is reportedly in talks with AI start-up PrismML to slash on-device memory usage by 15x, potentially easing cost pressures from soaring memory prices. No deal is confirmed yet, but this could re…
Apple plans to raise product prices to offset rising component costs, particularly memory chips. While higher input costs pressure margins, investors view the potential price hikes positively as a wa…
Apple surged 23% in China smartphone sales early 2026 despite a 4% market decline, aided by e-commerce discounts and subsidies, absorbing rising memory chip costs better than rivals who raised prices.
Apple shares fell 5% amid broad tech selloff triggered by Cisco's margin miss and rising memory chip costs, while investors moved to safe-haven assets ahead of key US inflation data.
Tech stocks, including Apple, plunged due to AI job disruption fears and cost pressures, while markets await US inflation and Eurozone GDP data for direction.
Apple shares fell 5% amid a tech selloff triggered by Cisco's margin miss and rising memory chip costs, signaling investor caution ahead of key US inflation data.
Microsoft suffered its worst day since March 2020 due to weak cloud revenue, triggering tech sell-off. Apple forecast strong Q1 revenue growth but warned of margin pressure from rising memory chip pr…
Goldman Sachs recommends buying Apple amid a seven-week share decline, citing a $320 target and $2.66 EPS. Rising memory chip costs may force price hikes in 2026. Apple launches discounts in China ex…
Apple shares fell over 4% ahead of Q1 2026 earnings amid rising memory chip costs and geopolitical risks. Despite Citi lowering the price target, Evercore remains bullish, citing strong growth prospe…