Tech's Big November Rally, Apple's Path Forward, The State of Tesla — With Dan Ives
Big Technology Podcast
00:00
Tech Sector Outlook and Apple's Challenges
This chapter examines the anticipated bull market in the tech sector as cloud and AI spending is projected to rise significantly heading into 2024. It discusses Apple's current challenges, including declining revenue trends and competitive pressures in China, while emphasizing the importance of their services sector for growth. Additionally, the chapter highlights the complexities of supply chain dynamics and sourcing strategies, providing insights into the relationship between manufacturers and major tech companies.
Transcript
Play full episode
