Yahoo Finance Executive Editor Brian Sozzi sees post-midterm moves in the AI sector as a positive signal for Apple, arguing that its large cash flow could make it a defensive play. His bigger point is that a slowdown in hyperscaler data center builds, driven by new leaders in key AI states, could eventually ease memory chip prices, though he said this would not affect Apple's next quarter. Apple's new CEO John Turris said memory pricing is unprecedented and expects even higher memory costs in the December quarter, partly offset by price increases on Mac, iPad and iPhone. Sozzi says that if memory costs ease while Apple keeps its higher product prices, this could be a major win for Apple over the next 12 to 18 months. He stresses that this is a long-term view and that memory costs will not fall overnight.
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AAPLsemiconductorsdata centersartificial intelligence
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Related tickers and likely impact
AAPL
▲ Likely positiveApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 11/03/2026 | 331.74 |
| Change that session | -1.94% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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