Bloomberg Businessweek
Rare Apple Sell Call, Using Data to Predict Behavior
Jan 8, 2025
Craig Moffett, Founding Partner at MoffettNathanson, shares his bold downgrade of Apple stock, citing challenges in China and declining iPhone shipments. Sandra Matz, a Columbia Business School professor, delves into her research on predicting human behavior through data, highlighting the downside of tech companies' misaligned incentives. The conversation also touches on the intrusive nature of data collection and its impact on consumer behavior, raising concerns about mental health and regulatory needs in the digital age.
25:31
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Quick takeaways
- Apple is facing significant challenges in the Chinese market, leading to a stock downgrade due to competitive pressures and regulatory risks.
- In contrast to tech giants like Apple, sectors such as telecommunications offer promising investment opportunities, particularly with Charter Communications expected to grow steadily.
Deep dives
Challenges Faced by Apple in the Chinese Market
Apple is experiencing significant challenges in the Chinese market, which is critical for its business. Analysts have reported a decline in smartphone shipments, leading to price drops on iPhones, as companies like Huawei and Honor have developed increasingly competitive alternatives. These domestic competitors have improved their offerings substantially, addressing previous weaknesses and capturing market share from Apple. Additionally, increasing governmental restrictions and tariffs pose substantial risks to Apple’s operations in China, affecting its profitability and market position.
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