Demand Offsets Costs

45%its chance, of the story’s futures

+0.2%on the S&P 500, if it happens

Apple’s holiday revenue growth target proves credible as iPhone Duo demand remains strong enough to absorb higher DRAM and NAND prices. Investors focus on unit momentum, services attach rates, and premium mix rather than the near-term gross-margin squeeze.

What it moves

Technology+0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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