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Analysis: Apple's price increase sounds an alarm on AI costs, and the market is reassessing the logic of AI stocks.

MeNews
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ME AI News, Saxo Markets Chief Investment Strategist stated that investors are reassessing a question: Will the rising prices of memory chips, driven by persistently strong AI demand, begin to curb spending by increasing costs for electronics manufacturers and consumers? Apple's latest price hike is seen as one of the clearest signals yet that the industry's pricing power may come at the expense of future demand slowdown, prompting the market to reassess the investment logic of AI-related semiconductor stocks. The market no longer views the strong performance of memory chips as a natural positive for the entire AI investment theme. While it confirms that demand for AI infrastructure remains strong, it also pushes up the costs of building and using AI. (Source: ODAILY)
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