Apple Earnings Reveal Why Micron Stock Could Keep Winning
Podcast: https://podcasts.apple.com/us/podcast/motley-fool-hidden-gems-investing/id306106212
Even Apple (AAPL) is struggling with rising memory chip costs. In its fiscal Q4 2026 earnings, Apple reported $114.5 billion in revenue, up 12%, but new CEO John Ternus described memory pricing as unprecedented. The company expects gross margins of just 45%–46% in the December quarter as memory costs continue rising. We discuss what this means for Apple’s profitability, the AI infrastructure boom, and memory suppliers such as Micron Technology (MU).
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