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Amazon and Apple: Market Dynamics and Strategic Shifts
This chapter analyzes Amazon's recent stock downgrade linked to margin concerns and its push for full-time employee returns to the office. It also delves into Apple's product strategy, discussing skepticism around upcoming iPhone models amid a changing release schedule and the company's stable stock performance despite weak demand sentiments. Additionally, the chapter touches on Foxconn's strategic ambitions in tech and automotive sectors as it prepares for an upcoming Tech Day.