Microsoft is raising Xbox prices yet again due to the memory shortage — this time by $100-$150

Impact · against what's priced in

The widespread memory shortage is a systemic headwind for consumer electronics, but for Apple, these price hikes are already baked into the current valuation. For Microsoft, Sony, and Nintendo, the need for repeated, aggressive price increases suggests a deepening margin struggle in the console business that likely outweighs the revenue benefit of higher ASPs.

AAPL+0.00

Already priced in

The price assumes

iPhone growing mid-single digits on iPhone 17 strength plus ASP lift from the memory-driven price increases