🍎 Could the Democratic “blue wave” actually help Apple?
Wall Street is already assessing the market impact of the U.S. midterm results — and Apple may emerge as an unexpected beneficiary.
Evercore ISI sees two potential tailwinds: Apple’s earnings are less dependent on massive AI data-center spending, while slower data-center expansion could cool demand — and prices — for memory chips such as DRAM and NAND.
With memory inflation pressuring Apple’s margins, that could provide some welcome relief.
Sometimes being less exposed to the hottest trade can become an advantage.
$AAPL #Apple #Stocks #Investing #Markets #TechStocks #WallStreet
Wall Street is already assessing the market impact of the U.S. midterm results — and Apple may emerge as an unexpected beneficiary.
Evercore ISI sees two potential tailwinds: Apple’s earnings are less dependent on massive AI data-center spending, while slower data-center expansion could cool demand — and prices — for memory chips such as DRAM and NAND.
With memory inflation pressuring Apple’s margins, that could provide some welcome relief.
Sometimes being less exposed to the hottest trade can become an advantage.
$AAPL #Apple #Stocks #Investing #Markets #TechStocks #WallStreet
Graphique AAPL
par TradingView
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