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9min chapter
Ackman IPO, Meta Earnings
Bloomberg Intelligence
Navigating AI and Market Challenges
This chapter examines the current landscape for Apple and Amazon amidst evolving challenges and opportunities, particularly within the AI sector. It discusses Apple's potential recovery in China, the critical role of its services, and how an AI-driven super cycle could impact its future. Conversely, the chapter highlights Amazon's dual business model, focusing on the significance of AWS and its competitive stance in the AI race against other tech giants.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode