US financial press, market and investor impact
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Bloomberg · United States · アップル、AIメモリ需要高騰でMacBook・iPad値上げ、過去最大ペースの部品コスト増と説明
Reports Apple shares fell 6.12% on June 25, wiping roughly $265 billion from the company's market cap, as investors weighed the risk that price increases would suppress consumer demand; notes Microsoft announced the same day that it is raising prices on Surface and Xbox hardware for the same memory-cost reason, making the hike a sector-wide event rather than an Apple-specific move.
“Apple shares fell 6.12%, wiping roughly $265 billion in market cap, as Microsoft separately announced its own hardware price hikes citing the same memory shortage.”