No one mentioned Micron in Apple's latest earnings call. They didn't have to.When Apple (AAPL +4.12%) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies.That was the case with the iPhone maker's fiscal year 2026 first-quarter earnings call last week. Apple CEO Tim Cook just gave great news for Micron Technology (MU +5.42%) investors. App ...

5 December 2025 | 9:50AM SGT Portfolio Strategy Research Bruce Kirk, CFA +81(3)4587-9950 | bruce.kirk@gs.com Goldman Sachs Japan Co., Ltd. John Kwon +65-6654-6337 | jongmin.kwon@gs.com Goldman Sachs (Singapore) Pte ASIAN EQUITY PERSPECTIVES A global investor pulse check In recent weeks, we have had extensive discussions regarding Asian equities with investors in the US, Europe, Singapore, and the Middle East. Overall, we found broad agreement with and interest in the five themes through which we frame our v ...