Bloomberg Businessweek Bloomberg Businessweek Weekend - January 10th, 2025
12 snips
Jan 10, 2025 
Guest
Craig Moffitt
Guest
Josh Weinstein
Guest
Mandy Naglich
Guest
David Blanchett
Guest
Michael Silvestro
Guest
Chris Rauser
In this engaging discussion, Craig Moffitt examines Apple's stock valuation amid stiff competition. Josh Weinstein shares Carnival's optimism as cruise bookings surge for 2025. Taste expert Mandy Naglich reveals how enhancing sensory awareness can transform dining experiences. David Blanchett predicts the future for Generation Beta, discussing financial planning for this upcoming generation. Michael Silvestro explains the luxury of fractional jet ownership, while Chris Rauser explores high-end items like Zuckerberg's watch and premium coffee trends.
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Apple's Valuation Risks
- Apple trades at a high price-to-earnings ratio, posing risks for investors.
- These risks include China's stance on Western language models and antitrust issues with Google.
China Risk for Apple
- Chinese handset makers like Huawei and Honor have become more competitive, challenging Apple's market share.
- The Chinese government's influence and potential tariffs further complicate Apple's prospects in China.
Why Apple Stock Rises Despite Risks
- Apple's stock price has climbed despite negative news, fueled by a narrative of it being a "safe" investment.
- This perception overlooks the high valuation, making it not a safe but risky investment.
