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Apple Fiscal Q3 2026 Earnings

Apple reported record fiscal Q3 2026 revenue on strong iPhone and Mac sales, while memory shortages, weak China and services performance, and chip-sourcing scrutiny clouded its outlook.

1. Apple Faces Memory and AI Computing Constraints as It Rethinks Its Infrastructure Strategy

   Apple's low-capex approach to AI has drawn analyst praise, but a global memory shortage and new SEC disclosures show the company is grappling with component and computing capacity risks that could affect future product launches.

2. Apple Posts Record $109 Billion Quarter as Memory Costs and China Sales Weigh on Outlook

   Apple reported record fiscal Q3 2026 revenue driven by strong iPhone and Mac sales, even as memory shortages, weak China and services results, and scrutiny over potential Chinese chip sourcing overshadowed the results.