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Live from Apple Park at WWDC 6/9/25

Halftime Report

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Market Movements and Apple's Transformation

This chapter explores investment strategies and market trends in the housing sector and technology, particularly the declining dominance of Apple amidst other tech giants like NVIDIA and Meta. It includes discussions on recent market performance, index rotations, and individual stock analysis, particularly focusing on declines in companies like Applovin and Carvana. The chapter also anticipates insights from Apple's upcoming WWDC 25 keynote, emphasizing investor expectations and the need for Apple to adapt its strategies in the evolving market landscape.

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