The iPhone 15 upgrade cycle has been strong, especially in Asia. China's performance has exceeded expectations and the install base is consistently underestimated. The world's best install base and double-digit growth in services point towards a potential four trillion dollar market in the near future.
Allison Schrager, Senior Fellow at the Manhattan Institute, explains why the trade-off between bringing down inflation and harming growth will come back with a vengeance for the economy. Bloomberg Technology Co-Host Ed Ludlow breaks down fourth-quarter vehicle delivery numbers for Tesla and Rivian. Dan Ives, Senior Equity Analyst at Wedbush Securities, shares his outlook for Apple and Tesla. And we Drive to the Close with Rich Weiss, CIO of Multi-Asset Strategies at American Century Investments.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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