Tim Cook's Final Earnings Call, iPhone 17 Momentum, and the RAMpocalypse

4:365 chapters11 sources

0:004:36

About this episode

Tim Cook hosts his last earnings call as CEO with ~$108.9B revenue expected, Apple Intelligence fuels iPhone 17 upgrade cycle, bipartisan senators warn Apple against Chinese memory chips amid surging DRAM prices

Chapters

Sources & Citations

Yahoo Finance

finance.yahoo.com

What to expect from Apple's earnings 3q 2026

appleinsider.com

Apple Stock Q3 FY26 Earnings Preview: What Investors Should Watch

www.indmoney.com

Apple Reports Q3 Earnings on July 30. Here's What Investors Should Watch For During Tim Cook's Final Earnings Call as CEO

finance.yahoo.com

Apple faces bipartisan Senate pushback over plans to buy Chinese memory chips | 9to5Mac

9to5mac.com

Chinese memory ban would cut off RAMpocalypse relief | The Register

www.theregister.com

Apple raises iPad and MacBook prices, blaming cost of chips amid AI boom | The Guardian

www.theguardian.com

Apple negotiates with blacklisted Chinese chipmakers amid AI-driven memory crunch

finance.yahoo.com

Apple talks to buy memory chips from Pentagon blacklisted Chinese suppliers. Cook cooked? | investingLive

investinglive.com

Apple in Talks to Buy Memory Chips From Blacklisted Chinese Suppliers - Bloomberg

www.bloomberg.com

Apple eyes chips from blacklisted China firms to fix supply chain woes