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Apple warns supply constraints will 'significantly increase' next quarter due to memory chip shortage, raising costs and potentially pressuring margins. AI-related stocks like Nebius, CoreWeave, SanDisk, and SpaceX are plunging amid concerns over AI capex and memory chip supply, with SanDisk down 41% in a month.
Apple supply chain and memory cost warning
Apple warns supply constraints will 'significantly increase' next quarter due to memory chip shortage, raising costs and potentially pressuring margins.
AI-related stocks like Nebius, CoreWeave, SanDisk, and SpaceX are plunging amid concerns over AI capex and memory chip supply, with SanDisk down 41% in a month.