Apple's Record Q1: Can It Last Amid Supply Chain Woes?
Apple delivered record-breaking Q1 results with $143.8B revenue and 38% China growth, but memory shortages and supply constraints threaten future margins.
Apple delivered record-breaking Q1 results with $143.8B revenue and 38% China growth, but memory shortages and supply constraints threaten future margins.
Nvidia and Apple plan to shift some chip production to Intel by 2028, reducing reliance on TSMC while maintaining core manufacturing partnerships.
Nancy Pelosi disclosed major stock transactions in January 2026, including exercising options on Amazon, Google, and Nvidia while selling Apple shares worth millions.
JPMorgan lifts Apple price target to $315, citing strong iPhone 17 demand despite higher memory costs, and maintains an Overweight rating.
Apple's iPhone shipments jumped 28% in China's holiday quarter, overtaking rivals despite worsening memory chip shortages that threaten industry margins.
President Trump suggests Apple may have invested in Intel alongside the U.S. government's 10% stake, but details remain unclear without official confirmation from either company.