Big Technology Podcast
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Oct 23, 2024
Dan Ives, Managing Director of Equity Research at Wedbush Securities, brings his tech stock expertise, while Stephanie Link, Chief Investment Strategist at Hightower Advisors, offers keen insights on market strategies. They dive into Apple's impressive 42% stock increase, despite mixed news. The duo also analyzes how a potential Trump presidency could shift tech markets, NVIDIA's booming AI chip demand, and Amazon's struggles with culture amidst its vast growth. Catch their take on the evolving tech landscape and investment opportunities!
46:39
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Quick takeaways
- Apple's stock has surged 42% since April, driven by strong upgrade potential from older iPhone users despite mixed product reception.
- NVIDIA is experiencing unprecedented demand for its Blackwell chips, indicating a robust market for AI investments and growth prospects.
Deep dives
Apple's Current Market Dynamics
Apple has seen a significant increase in its stock value, rising 42% since April. This growth is contrasted by concerns regarding its product advancements, particularly with Apple intelligence and the Vision Pro, which some consider unimpressive. Despite facing revenue deceleration and competition in China, a considerable number of customers with older iPhones are poised for upgrades, which could drive sales. Analysts believe that Apple is evolving into a service-oriented company, indicating future valuation improvements based on its services sector.
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