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Tech Earnings Drive the Rally 7/31/25

Halftime Report

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Apple's Earnings Anticipation

This chapter delves into Apple's upcoming earnings report, addressing the stock's recent struggles and the effects of tariffs on profit margins. It contrasts Apple's cautious capital expenditure strategy with that of more aggressive competitors while exploring the implications of external factors on its performance. The discussion also considers the valuation attractiveness for potential investors amidst a backdrop of disappointing earnings and stock stagnation.

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