Squawk on the Street
SOTS 2nd Hour: 2024 Market Recap, 2025 Top Picks, & Apple’s China Headwinds 12/31/24
Dec 31, 2024
Steve Kovach, a tech journalist known for his insights on major companies, dives into the challenges Apple faces in 2025. He highlights the impacts of tariffs and the competitive landscape in China. Kovach discusses how evolving consumer habits and AI service approvals could shift Apple's strategy. Additionally, the conversation touches on broader market trends, emphasizing cautious optimism for financials and energy sectors while examining the year’s biggest stock winners and losers.
43:13
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Quick takeaways
- The S&P 500 is expected to experience strong gains in 2025, reflecting a positive market outlook despite previous challenges faced by major tech stocks.
- Analysts recommend focusing on financial stocks like Wells Fargo and Citibank, which are positioned for growth due to improving economic conditions.
Deep dives
Lisa Schneider's Career Shift
Lisa Schneider plans to leave her current office job in ten years to pursue her passion for animal care by opening a dog rescue. This significant life change is made feasible through re-skilling courses offered by AARP, which serve as a bridge to maintain her income throughout her new venture. By investing in her education and skills now, she aims to ensure that her financial stability can endure alongside her new career. This highlights the importance of lifelong learning and adapting to changing career landscapes.
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