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Market Data Table

Breakfast News: Apple Faces Testing Times Ahead

June 26, 2026

Thursday's Markets
S&P 500 7,357 (-0.01%)
Nasdaq 25,359 (-0.46%)
Dow 51,921 (+0.14%)
Bitcoin $59,596 (-1.75%)

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Chart comparing Apple's market performance over the past three years to that of the S&P 500, with the S&P up 68% versus Apple's 46%.

1) Apple Stock Falls on Price Rises

Apple (NASDAQ:AAPL) suffered its worst one-day stock fall in over a year yesterday after the iPhone maker announced price increases -- on just about everything except iPhones, for now. The soaring competition for memory chips in short supply was highlighted by Micron's (NASDAQ:MU) exceptional results yesterday. Apple's new pricing follows Microsoft's (NASDAQ:MSFT) Xbox price jumps.

"Micron's huge AI windfall is bad news for most of us": Bloomberg's Chris Bryant noted that the huge memory demand from artificial intelligence (AI) superscalers is likely to keep prices high until at least 2028 due to the long time it takes to get new chip factories running.
Global tech stock sell-off: Asian markets fell this morning following the week's AI-led jitters, with South Korea's Kospi index plunging more than 8% in early trading, while Japan's Nikkei lost 5%. The Nasdaq has fallen 4.4% so far this week -- with futures down more than 1% this morning and S&P 500 futures dipping 0.3%.

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2) Why I'd Rather Call Market Drops "Opportunities"

By Jim Gillies

I recently passed the 30th anniversary of the date that I purchased my first stock (I was not raised in a house that knew anything about investing or owned stocks of any kind). In the three decades since I've (we've all) seen a LOT … And through it all, the market is "up and to the right."

Investing is such a rewarding effort, and three decades into this adventure (and hoping for another three to four decades beyond today), I've personally seen and so benefited from the magic of compounding.

I thus find it rather difficult to get worked up about market drops. Indeed, at this point it's ingrained in me to consider sell-offs as just another opportunity. After all, what do you think "long-term investment time horizon" means?

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3) Report: OpenAI to Delay IPO?

OpenAI is considering delaying its much-anticipated stock market launch until next year, says The New York Times. The rethink follows June's tech stock slump and the lackluster response to SpaceX's (NASDAQ:SPCX) record initial public offering (IPO) -- from a rapid rise to over $225, SpaceX stock closed yesterday down at $153. OpenAI filed a draft IPO earlier this month with the Securities and Exchange Commission (SEC), and analysts had expected a launch in the third or fourth quarter.

Trillion-dollar valuation: Faced with a suggestion to delay until 2027 or lower OpenAI's target valuation, CEO Sam Altman called the latter a non-starter, according to the Times report.
SoftBank stock plunges 12%: SoftBank, a major OpenAI backer with a stake worth an estimated $65 billion, experienced its biggest intraday stock fall in more than three months in Tokyo this morning as hopes for a quick IPO windfall fade.

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4) Today's Take: AI Investing Lessons From History

As gravity is to physics, corrections are to markets. Balance must be -- and will be -- restored. Data companies hold the information that can drive balance-restoring efficiency, and it's why I still like and have meaningful stakes in MongoDB (NASDAQ:MDB) and Snowflake (NYSE:SNOW). -- Tim Beyers, Team Rule Breakers

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5) Your Take

Which companies that you already have a position in are you considering adding to in your portfolio soon, and why?

Discuss with friends and family, or become a member to hear what your fellow Fools are saying!

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