Bloomberg Businessweek Apple Renews Qualcomm Deal Ahead of Tuesday's Event
Sep 11, 2023
Apple extends Qualcomm deal for 5G chips ahead of iPhone event. J.M. Smucker's acquisition, Instacart and ARM IPOs discussed. Xi'an's valuation, growth, and IPO plans. Resale exchange success and interview with Peter. S&P 500 performance and Tesla's value driver. Analyzing S&P 500 levels, asset allocation opportunities, and historical patterns in monetary policy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Apple's Modem Challenges and Reliance on China
02:42 • 7min
Acquisitions in the Food Industry
09:58 • 8min
Discussion on IPOs, SPACs, and Sponsor Ads
18:26 • 2min
Xi'an: Valuation, Growth, and IPO Plans
19:57 • 9min
Resale Exchange Success and Interview with Peter
29:18 • 2min
S&P 500 Performance and Tesla's Value Driver
30:49 • 5min
Analyzing S&P 500 Levels, Opportunities for Asset Allocators, and Historical Patterns in Monetary Policy
35:55 • 4min