WS #13269
Apple's stock plunged 8.75% on weak guidance due to memory chip shortages, while Samsung warns the crisis will worsen through 2027-2028, driving up prices for DRAM/NAND and impacting hardware makers. Amazon, Microsoft, and Alphabet gained nearly $1.5 trillion in market cap on strong cloud growth, while Apple and Meta lost value, highlighting a divergence between AI infrastructure demand and hardware supply constraints.
Memory chip crisis deepens, Apple hit hard
Apple's stock plunged 8.75% on weak guidance due to memory chip shortages, while Samsung warns the crisis will worsen through 2027-2028, driving up prices for DRAM/NAND and impacting hardware makers.
Amazon, Microsoft, and Alphabet gained nearly $1.5 trillion in market cap on strong cloud growth, while Apple and Meta lost value, highlighting a divergence between AI infrastructure demand and hardware supply constraints.