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Data Center Bubble Trouble? 03/25/25

Closing Bell

CHAPTER

Apple's Investment Landscape: A Skeptical Turn

This chapter explores the shifting mindset of investors regarding Apple, moving from optimism to skepticism as they anticipate tangible results from the company's upcoming innovations. Discussion focuses on Apple's dependence on external partners, the challenges of a lagging iPhone business, and the implications of economic conditions on consumer spending. The speakers underscore the importance of new product cycles and policy clarity as factors that could influence investor confidence and market recovery.

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