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JP Morgan lowers Apple price target on supply constraint worries, still bullish long-term‎

While price increases didn't worry the investors at JP Morgan, ongoing supply chain constraints will have a short-term impact, and thus their new price target is $340.Apple's record-breaking quarter wasn't enough to keep investors from worryingIt's been a bumpy few months for Apple thanks to RAM shortages, price increases, and supply constraints. Investors expect that these problems will continue through December even if Apple finds ways to counteract their effects.In a note seen by AppleInsider, JP Morgan shares that it believes high demand for products like the iPhone 17 and MacBook Neo has helped maintain momentum in the product cycle. Siri AI's impending launch will also help drive demand going into Q4 2026. Continue Reading on AppleInsider | Discuss on our Forums

06:49

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Apple AI compute costs will be covered by iCloud+ subscriptions, for now‎

Monetizing AI is a tricky business and it seems Apple's only plans so far are tying daily usage limits to users' iCloud+ subscription tier, but whether or not that'll be enough isn't yet known.Siri AI could get costly for AppleApple may be prioritizing on-device AI, but the requests that need to go to Private Cloud Compute servers still cost money. Those costs will be offset by offering increased daily usage limits for higher iCloud+ tiers, but that may only be the start of Apple's AI monetization plan.Apple CEO Tim Cook responded to an analyst question during the Q3 earnings call regarding AI compute costs with information that was shared previously. However, one tidbit stood out that hints at Apple's ambitions for drawing in more revenue from AI. Continue Reading on AppleInsider | Discuss on our Forums

05:09

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High iPhone demand won't be met by supply during September quarter‎

As it has been almost all of 2026, Apple's September-quarter growth is expected to be slowed by a lack of supply-side availability that won't be able to meet "incredibly strong demand" for iPhone, iPad, and Mac products.Supply chain constraints will impact revenue in spite of high demandIf you're going to have a problem in this world, it isn't so bad to have an Apple problem. In spite of its $109 billion record breaking June quarter, analysts are already sweating about the September quarter.Apple didn't warn of some catastrophic fall in demand or lack of RAM that might impact revenue streams. No, instead Apple CEO Tim Cook shared that demand was so incredibly high that the supply chain wouldn't be able to keep up. Continue Reading on AppleInsider | Discuss on our Forums

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