Analysis: Apple’s Price Hike Raises AI Cost Alarm, Market Re-evaluates AI Stock Logic

Odaily Odaily reports that the Chief Investment Strategist at Saxo Markets stated that investors are re-evaluating a key question: as memory chip prices continue to rise driven by strong AI demand, will the increased costs for electronics manufacturers and consumers begin to curb spending? Apple’s price increase is seen as one of the clearest signals to date that the industry's pricing power may come at the expense of future demand growth, prompting the market to reassess the investment logic of AI-related semiconductor stocks. The market no longer views the strong performance of memory chips as an inherent positive for the entire AI investment theme. While it confirms that demand for AI infrastructure remains robust, it also drives up the costs of building and using AI. (Saxo)