WS #13784

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Apple tests CXMT DRAM chips for iPhones/MacBooks amid AI-driven memory shortage, potentially pressuring memory suppliers and impacting margins. Weak jobs data cuts September Fed hike odds to ~44%, supporting equities and tech, with CPI due Wednesday as key risk.

Apple memory supply chain shift

Apple tests CXMT DRAM chips for iPhones/MacBooks amid AI-driven memory shortage, potentially pressuring memory suppliers and impacting margins.

Weak jobs data cuts September Fed hike odds to ~44%, supporting equities and tech, with CPI due Wednesday as key risk.

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