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Live from Apple Park at WWDC 6/9/25

Halftime Report

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Apple's AI Ambitions and Stock Outlook

This chapter explores the expectations surrounding Apple's entry into the AI sector, especially during a key keynote at WWDC. It highlights concerns about the company's ability to meet market demands and improve its underperforming stock, especially in light of competition and previous disappointments. The discussion includes an analysis of Apple's current valuation and its shift from a growth stock to potentially a value stock, raising doubts about its long-term investment appeal.

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