Why do rising memory prices matter for Apple’s margins?

DRAM and NAND are meaningful parts of device costs. If contract prices rise, Apple’s cost of goods increases, which can compress hardware margins unless offset by pricing, product mix, or supplier terms. Services margins help, but investors still watch the gross margin band for early pressure signals.

How could a DRAM price surge affect AAPL stock today?

A surge signals higher input costs and possible near-term margin headwinds. Shares can react to guidance changes, commentary on supplier flexibility, and mix toward higher storage tiers. Clear mitigation, like procurement actions or services strength, often calms concerns. Lack of visibility can extend volatility.

What should Hong Kong investors watch near term?

Focus on Apple’s next earnings update on Apr 26, 2026 for margin commentary and cost trends. Track DRAM and NAND pricing, iPhone model mix, services growth, and promotion intensity in key regions. Technical indicators, including RSI and Bollinger bands, can also inform entry and risk management.

Is Apple’s valuation attractive given margin risks?

Apple trades near 34x TTM EPS with a high PEG, reflecting quality and resilience. That premium can compress if costs rise without offsets. Long-term investors often phase entries, seek improving momentum, and look for confirmation that services growth and product mix can protect blended margins.

Global Market Insights

AAPL Stock Today: February 11 — Memory Chip Price Surge Threatens Margins

ByHuzaifa Zahoor February 11, 2026

AAPL stock today sits in focus as memory costs rise, raising questions about Apple margins outlook. A pickup in DRAM price surge could lift bill-of-materials costs for iPhone and Mac if not offset by mix, pricing, or supplier terms. For Hong Kong investors, the USD exposure is manageable given the HKD peg, but component inflation still matters for earnings quality. With the next earnings update due on Apr 26, 2026, we will watch margin commentary, cost controls, and product mix signals closely. First look: AAPL.