Apple vs HP: Who Gains as AI PCs Rise and Memory Costs Surge?
ZACKS·2026-01-21 18:01

Key Takeaways AAPL's Mac gains are driven by the new M5 chip and macOS Tahoe 26, boosting performance and user experience. HPQ sees strong early adoption of AI PCs, but rising memory costs may weigh on 2026 earnings and margins.AAPL's diversified manufacturing base may help navigate 2026's memory supply chain challenges effectively. Apple (AAPL) and HP (HPQ) are well-known personal computer (PC) makers in a market that is expected to see a significant rise in DRAM and NAND/SSD prices due to a supply shortag ...