Apple Battles Chip Shortages
TL;DR
Apple may be battling chip shortages, rising memory costs, and margin pressure, but demand remains remarkably strong. Baird analyst Will Power joins Bloomberg Open Interest to explain why investors should look through near-term supply turbulence, highlighting surging Mac sales, resilient iPhone growth, pricing power, and AI-driven product catalysts. (Source: Bloomberg).
Nauti's Take
Apple is showing real pricing power here: Mac sales are surging, iPhone demand holds up, and new AI features could trigger the next upgrade cycle. The risk sits on the cost side, because expensive memory and tight chip supply squeeze margins, and that pressure comes from the AI boom itself.
Promising for anyone invested in the Apple ecosystem, uncomfortable for anyone budgeting hardware purchases over the next year.
Summary
Apple may be battling chip shortages, rising memory costs, and margin pressure, but demand remains remarkably strong. Baird analyst Will Power joins Bloomberg Open Interest to explain why investors should look through near-term supply turbulence, highlighting surging Mac sales, resilient iPhone growth, pricing power, and AI-driven product catalysts.
(Source: Bloomberg)
Sources