Jun 25, 2026 · 8 min
Apple slips on price hikes while memory chipmakers ride AI wave
Apple Sinks, SanDisk Surges, Strategy Falls After Their Funding Model Jolts Bitcoin Traders
This market roundup exposes the stark divide between hardware brands struggling with supply costs and the memory chipmakers capitalizing on the artificial intelligence boom.
- 1Apple stock fell following reports of product price increases driven by costly memory chip shortages.
- 2SanDisk and Micron Technology surged as artificial intelligence infrastructure demands fuel strong memory sector earnings.
- 3MicroStrategy faced a steep decline due to its volatile Bitcoin-backed financing model during a crypto downturn.
Don't miss
The analysis of MicroStrategy's sharp decline, exposing the systemic risks of using a Bitcoin-backed financing model during a major cryptocurrency downturn.
The brief
Apple is facing a rare test of its pricing power as reports of price hikes across several product lines, driven by memory chip shortages, send its stock downward.
While Apple struggles with supply costs, memory makers like SanDisk and Micron Technology are surging, buoyed by strong earnings and relentless demand for artificial intelligence infrastructure.
The market contrast sharpens at MicroStrategy, where a heavy reliance on a Bitcoin-backed financing model has triggered a sharp stock decline during a broader cryptocurrency downturn.
What was said on this episode
1 statement · 1 positive
Apple’s pricing power means raising prices should benefit it without destroying demand.
“if investors think that Apple has pricing power, then raising prices should be a boon and it shouldn't actually destroy demand.”
Listen at 2:28
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Apple Inc.
SanDisk
MicroStrategy
Artificial IntelligenceBooks & mentions
Bloomberg Technology
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