Markets Price in Nvidia as Traders Look Ahead to PCE
Bloomberg Surveillance
Tech Titans: Nvidia and Apple Insights
This chapter examines Nvidia's recent performance, market demand, and analysts' projections, alongside Apple’s strategic decisions regarding iPhone production and its position in both Chinese and Indian markets. The discussion highlights the impact of AI on consumer behavior, the unprecedented carrier promotions in the U.S., and the competitive landscape of tech giants. Additionally, it covers the complexities of valuing technology companies, emphasizing financial metrics crucial for understanding long-term growth.
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