The Motley Fool
30 Jun 2026, 02:17 UTC · 2h ago
Apple Just Raised Prices Because of a Chip Shortage. But the Real Winner Isn't Apple.
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
30 Jun 2026, 02:17 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Micron Technology reported a massive surge in fiscal Q3 2026 net income to $28.24 billion, compared to $1.89 billion in the prior year. — An explosive increase in net income and record-breaking margins directly translate to higher valuation and investor confidence in the stock.
+0.80AI data center demand is causing an extraordinary surge in memory prices, leading to forecasted DRAM price jumps of 90% early in 2026. — Broad structural demand from AI centers creates a high-margin environment for memory chip producers across the sector.
+0.60Apple has raised prices on iPads, MacBooks, and other hardware due to unprecedented increases in component costs for memory and storage. — Higher consumer prices can potentially dampen demand for Apple hardware, while reflecting increased cost pressures on their supply chain.
-0.30Which stocks this story touches
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The company is seeing record profits, massive revenue growth, and record margins due to surging AI-driven demand for memory.
The company is facing significant component price increases, forcing it to raise prices for end consumers.
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