Part of Apple reports record Q4 FY2026: $114.5B revenue under new CEO John Ternus · 2 stories · since Oct 28 · newest 8d ago
Apple Says Memory Costs Are "Unprecedented," Dodges Future Price-Hike QuestionSocial media amplifies Ternus's "unprecedented" remark
2 Nov 2 8:15 PM · 9d ago · 1 article · 1 post · 2 sources · development 2 of 2
A post on X highlighted Ternus's comment that memory pricing is unprecedented and will keep rising past the December quarter, spreading the earnings-call line beyond financial press.
“Apple CEO John Ternus says memory pricing is “unprecedented” and will keep rising beyond the December quarter”
@firesidealpha
John Ternus Apple CEO (per earnings call coverage)Sabih Khan Apple COOKevan Parekh Apple CFO
The whole story articlesposts the bright band is this development · numbered dots are the others · click one to jump
Reported in the same hours no headline names this development itself — these 11 claims were published in its stretch
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first by RTÉ, 9d ago · also Indian Express, Business Standard, Channel NewsAsia, Fortune, Yahoo, Quartz +1
6 more headlines
- Apple forecasts margin drop in holiday quarter as rising memory costs bite Indian Express · 9d ago
- Soaring memory costs haven’t softened Apple’s margins…yet Fortune · 8d ago
- Apple Warns Rising Memory Costs Will Squeeze Holiday Margins Yahoo · 8d ago
- Apple Q4 earnings: stock fell as memory costs hit margin forecast Quartz · 8d ago
- Why Apple Stock Is Falling: ‘Unprecedented’ Memory Costs Hit Margins Wall Street Journal · 8d ago
- Apple stock fell as rising memory costs sent its holiday margin forecast below expectations Quartz · 8d ago
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first by MacRumors, 9d ago · also Tom's Hardware, CNET
3 more headlines
- Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion … Tom's Hardware · 9d ago
- Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion — rising component expenses threaten margins through the holiday quarter and into 2027 Tom's Hardware · 8d ago
- Apple CEO Ternus Says Memory Price Hikes and Shortages Will Continue Into 2027 CNET · 8d ago
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first by Channel News Asia, 8d ago · also BNN Bloomberg, Reuters, CTV News, The Globe and Mail
1 more headline
- Apple shares slide as higher memory costs fuel margin concerns Channel News Asia · 8d ago
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first by Yahoo Finance, 9d ago · also Gizmodo
2 more headlines
- Apple Says Even Higher Memory Prices and Siri AI Push Will Weigh On Profits Gizmodo · 9d ago
- Higher memory prices taking a bite out of Apple’s margins Yahoo Finance · 8d ago
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first by TechRadar, 8d ago · also Forbes
1 more headline
- Apple CEO Warns Of ‘Unprecedented’ Memory Costs—Putting ‘Pressure On Our Prices’ Forbes Business · 8d ago
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first by The Apple Post, 9d ago · also Seoul Economic Daily
1 more headline
- Apple Says Memory Costs Will Keep Rising Into Next Year Seoul Economic Daily · 9d ago
What people said 6 voices · verbatim
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Exactly. That’s exactly why they’re driving up the price on ram unnecessarily. I never thought 128GB of ram would be necessary (at this point), but you can run local models really well with that much
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Memory costs squeezing Apple's margins is a very 2026 sentence. Every AI datacenter buildout is bidding for the same DRAM supply, and phones end up paying for it [embedded post]
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Then what is this about ? Building the data centers to then rent it with Fluidstack? Or the talks I've seen about being "cash flow positive", like this , what's that?
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Apple's CEO John Ternus on soaring memory chip prices 👇 He tells me it's “absolutely unprecedented” And they managed to offset the higher costs by “raising prices” 👇 $AAPL
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Hardware from five years ago isn’t so different. What makes you think five years in the future will be different?
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Apple CEO John Ternus says memory pricing is “unprecedented” and will keep rising beyond the December quarter
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