Apple enters John Ternus era as AI challenges and memory crunch intensify
Reported by CNBC · cnbc.com · September 1, 2026
John Ternus' first day as Apple CEO comes at a critical juncture for the iPhone maker, with memory prices soaring and AI challenges looming.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $AAPL -2.51%
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