Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett

FRONTRUNNER TO BE LEAD UNDERWRITER FOR WHAT WOULD BE THE LARGEST IPO EVER ON EARTH. >> OR EVEN IN SPACE. YEAH.WELL, TURNING NOW TO APPLE. IT HIT A RECORD HIGH RECENTLY, BUT THE STOCK HAS LAGGED MUCH OF THE YEAR COMPARED TO MAG-7 PEERS. SO WILL IT BREAK OUT OR LAG AGAIN IN 2026.LET'S ASK CRAIG MOFFETT FROM MOFFETT NATHANSON. CRAIG ISN'T WHAT REALLY MATTERS HERE. IF APPLE COMES OUT WITH APPLE INTELLIGENCE THIS TIME AND IF IT DELIVERS AS EXPECTED.>> HEY JOHN, I'M NOT SURE ABOUT THAT, ACTUALLY. LOOK, IT LAGGED ...