Apple raised prices on several Mac models this week as memory costs surge, a shift analysts say reflects tightening supply driven by AI data center demand. The move signals that rising component costs are now flowing directly into Apple’s hardware pricing and could pressure margins if the supply squeeze persists.

These costs — and Apple’s prices — are likely to continue rising for years. While the effect of these price increases on Apple’s revenue and profits remains uncertain, investors may wish to consider shares of Micron Technology, which have risen 285% this year.

Micron shares rose 15% on June 24, according to CNBC, after the company reported fiscal third-quarter results that beat expectations and raised guidance. Meanwhile, Apple stock lost about 6.2% of its value after announcing its price increases yesterday, noted the The Wall Street Journal.

While analysts remain bullish on Apple stock, they expect a modest 15% rise to reach their consensus price target. Meanwhile, Micron sits on the better part of the AI industry power curve.

Apple’s Price Hikes Hit The Mac Lineup

On Thursday, Apple raised prices of many products by as much as 18%. The........

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