Apple Inc. reported its best September quarter ever, but shares fell after hours because of concerns over higher memory costs impacting the December quarter's gross margin, expected to be 45%-46%. Analysts view these memory expenses as Apple's way of investing in AI capabilities through suppliers rather than direct capital expenditure. This approach allows Apple to adjust costs more flexibly compared to hyperscalers with large long-term investments. If memory prices decline, Apple could see margin relief within a few quarters. Despite the dip, Apple is seen as a strong buy due to its robust product cycle and leading position in monetizing AI through its consumer ecosystem.
Apple shares are trading at USD 332.19 on Pluang as of Nov 03, 2026 22:12 WIB, down 1.81% for the day. Despite the after-hours dip noted in the article, the stock remains close to its 52-week high of USD 348.91, reflecting ongoing investor interest. Pluang data shows a nearly balanced order activity with 52% selling and 48% buying, indicating mixed sentiment among retail investors.
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