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Closing Bell: Market Rotation Builds Momentum & Trump Officially Becomes Republican Nominee 7/15/24

Closing Bell

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Analysis of Apple Intelligence Impact on iPhone Shipments and Revenue Mix

The chapter explores the implications of Apple Intelligence's launch on iPhone sales in 2025 and 2026, highlighting language limitations, API integrations, and the impact of iPhone 17's design changes. It predicts growth in revenue, changes in the services-hardware mix, and a shift towards increased service revenue by 2026.

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