Schwab Network on $AAPL (Nov 2, 2026)

I think that may extend into tonight when we have Apple's earnings results. Apple is one of the largest companies in the world. Investors there are fully aware and concerned about the impact of rising memory prices, and what effect that has on demand for Apple products, as well as the impact on gross profit margins.

Yes, the margins conversation is one of the things we are constantly alerted to regarding Apple, and I just expected that to continue with Apple tonight.

Regarding Apple, do you expect to see actual evidence that these high memory prices are squeezing their overall profit margins? It could be said that this is already known, perhaps as something we might see.

So, do you expect to see the kind of rapid downward response we've seen with some of the other big tech names, or is there a possibility that this name will be the one to change the narrative and start pushing us in a more positive direction?

Therefore, I expect investors' reaction to Apple's earnings to be negative as well. You know, everyone knows that memory prices are squeezing overall profit margins. Memory prices are putting pressure on device sales, in general.

Apple has a very good product cycle at the moment. Everyone is excited about the "Dio" device. It looks like a great product. There are some minor issues that appear with the new products, such as screen cracking, but they have a really strong new product lineup.

Services is also an area of concern for investors. Growth in this sector slowed slightly after it became possible to download some games from outside the Apple App Store.

So, I think we'll see that Apple's profits will determine the course of the story. What are their expectations for gross profit margin in the next quarter? What are their revenue growth expectations for the next quarter?