Youtube·2026-01-23 22:43Group 1: Apple - Apple is expected to launch an AI-enabled iPhone and a foldable model by the end of the year, which could drive a significant upgrade cycle [3][5] - Concerns exist regarding the impact of rising memory prices on Apple's margins, but the company may pass these costs onto its wealthier customer base [4][5] - Historical data shows that major product upgrades, like the transition from the iPhone 4 to 6, resulted in substantial revenue growth, indicating potential for similar outcomes with the upcoming products [3] Group 2: Microsoft - Microsoft is anticipated to report solid numbers, driven by the growth of OpenAI, which is projected to increase its revenue run rate from $6 billion in 2024 to $44 billion in the current year [8][10] - The company holds a 27% stake in OpenAI, which is influencing its stock performance amid concerns about funding for OpenAI's expansion [8][9] - Rising memory costs are expected to impact Microsoft's sales, particularly in its profitable Windows and Office segments, similar to the effects seen with Intel [10][11]