Apple Inc. is a market leader of technology products and services, and one of the largest companies in the world by market cap. Investors closely watch Apple's key decisions as they can impact the other major US listed companies connected to Apple in this list. These companies are involved in the development, production, and distribution of Apple products and services. Investing in these companies offers exposure to the potential growth opportunities of Apple's products and services. As Apple continues to innovate and release new products, investors see potential for more growth in revenue and earnings, and higher stock prices.
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Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
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