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4min chapter
A Look Ahead to PCE Data and Nvidia Earnings
Bloomberg Surveillance
Apple's AI Influence and Semiconductor Trends
This chapter explores Apple's strategic role in the smartphone market and the potential effects of artificial intelligence developments, particularly through the introduction of Jennie. It also examines the semiconductor cycle, highlighting issues with chip production, market trends, and the resilience of the consumer market amid economic challenges.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode