
Stocks in the Second Half 7/1/25
Halftime Report
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Apple's AI Strategy Shift
This chapter analyzes Apple's struggles in the first half of the year and examines a potential shift toward integrating AI technologies from Anthropoc or OpenAI for Siri's enhancement. The discussion reflects on the company's need for clarity in its AI strategy and concerns about its market position in innovation. While acknowledging some advancements, the conversation remains cautious about Apple's future prospects in a competitive landscape.
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