Apple shares slide as Ternus sounds alarm on memory costs
Published . Updated .
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This report does not map to a usual set of affected companies.
Directly affected
- AAPL Apple+0.6% 30d
Named in this report.
Indirectly affected
- XLK Technology Select Sector SPDR+9.4% 15d
Technology Select Sector SPDR holds the technology sector that Apple belongs to, so it often moves with news about it.
- DELL Dell Technologies-28.5% 30d
Dell Technologies is a peer of Apple in electronic computers; rivals often move on the same news.
- SMCI Super Micro Computer-22.1% 30d
Super Micro Computer is a peer of Apple in electronic computers; rivals often move on the same news.
- CSCO Cisco Systems-4.5% 30d
Cisco Systems is a large technology company like Apple; big names in a sector often move together.
- PANW Palo Alto Networks-6.1% 30d
Palo Alto Networks is a large technology company like Apple; big names in a sector often move together.
- IBM International Business Machines+9.2% 30d
International Business Machines is a large technology company like Apple; big names in a sector often move together.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AAPL | +2.48% | +3.04% | base | -2.48% | after close | after close | after close |
| XLK | +8.74% | +8.32% | base | +1.30% | after close | after close | after close |
| DELL | +27.81% | +21.07% | base | +4.18% | after close | after close | after close |
| SMCI | +15.17% | +13.08% | base | +3.87% | after close | after close | after close |
| CSCO | +9.54% | +6.85% | base | +0.84% | after close | after close | after close |
| PANW | +14.24% | +8.21% | base | +1.96% | after close | after close | after close |
| IBM | -0.91% | +2.19% | base | -2.31% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Apple shares slide as Ternus sounds alarm on memory costs Reuters
Source: Reuters
This story
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | that day | -2.48% | still updating |
| AAPL | three days earlier | +3.04% | final price |
| AAPL | five days earlier | +2.48% | final price |
| CSCO | that day | +0.84% | still updating |
| CSCO | three days earlier | +6.85% | final price |
| CSCO | five days earlier | +9.54% | final price |
| DELL | that day | +4.18% | still updating |
| DELL | three days earlier | +21.07% | final price |
| DELL | five days earlier | +27.81% | final price |
| IBM | that day | -2.31% | still updating |
| IBM | three days earlier | +2.19% | final price |
| IBM | five days earlier | -0.91% | final price |
| PANW | that day | +1.96% | still updating |
| PANW | three days earlier | +8.21% | final price |
| PANW | five days earlier | +14.24% | final price |
| SMCI | that day | +3.87% | still updating |
| SMCI | three days earlier | +13.08% | final price |
| SMCI | five days earlier | +15.17% | final price |
| XLK | that day | +1.30% | still updating |
| XLK | three days earlier | +8.32% | final price |
| XLK | five days earlier | +8.74% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 42 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 56 days before publication. Filed 1 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Dell Technologies (DELL), worth $15,001 - $50,000 on 28 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Dell Technologies (DELL), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Super Micro Computer (SMCI), worth $15,001 - $50,000 on 28 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Cisco Systems (CSCO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $1,001 - $15,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Cisco Systems (CSCO), worth $15,001 - $50,000 on 24 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $15,001 - $50,000 on 28 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold International Business Machines (IBM), worth $1,001 - $15,000 on 20 Oct 2026. That is 14 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “Apple shares slide as Ternus sounds alarm on memory costs” looks
12 out of 100Price not final
“Apple shares slide as Ternus sounds alarm on memory costs” scores 12 out of 100. The score uses 1 sources. The price is not final yet.