WS #10693

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Apple plans to skip M6 Pro/Max chips and jump to AI-focused M7 line, confirming margin pressure and AI-driven memory shortages behind price hikes, weighing on AAPL and broad tech. Micron's blowout earnings (stock up ~15-16%) with analyst price targets raised to $1500-$1550 reinforce AI demand thesis for memory chips, lifting MU and semiconductor sector.

Apple Chip Strategy Shift & Tech Selloff

Apple plans to skip M6 Pro/Max chips and jump to AI-focused M7 line, confirming margin pressure and AI-driven memory shortages behind price hikes, weighing on AAPL and broad tech.

Micron's blowout earnings (stock up ~15-16%) with analyst price targets raised to $1500-$1550 reinforce AI demand thesis for memory chips, lifting MU and semiconductor sector.

Full world state #10693

Apple Chip Strategy Shift & Tech Selloff — World state #10693 · River