Apple's AI Push, Memory Chip Squeeze, and Markets Flash Warning Signs

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Apple's AI Push, Memory Chip Squeeze, and Markets Flash Warning Signs

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This morning on Signal to Alpha: Bernstein analyst raises Apple price target to three hundred forty dollars as Apple Intelligence launch approaches, despite memory chip cost pressures threatening margins. Bond markets rally on weak retail sales data, with the ten-year Treasury yield hitting its lowest level in nearly four weeks as investors recalibrate rate expectations. Plus, Micron's stock could hit five hundred dollars according to Deutsche Bank analysts betting on AI-driven memory demand through twenty twenty-seven. We'll break down what's moving markets before the opening bell.

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