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15min chapter
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Big Technology Podcast
Apple's Market Dynamics and AI Challenges
This chapter analyzes the evolving valuation of Apple as it shifts towards a services-oriented model, focusing on consumer behavior and market challenges in China. It highlights the significant impact of emerging technologies, particularly AI, on Apple's growth prospects and competitive positioning. Additionally, the discussion addresses cybersecurity's rising relevance amidst these technological advancements, emphasizing both opportunities and challenges faced by Apple and the broader tech landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode