The iPhone enters the AI era

This podcast episode previews Apple's iPhone 16 event, where AI's significant role is expected to be unveiled alongside new device models, while also analyzing market dynamics that may follow such a major launch. It discusses historical reactions to "sell-the-news" phenomena related to Apple’s events, emphasizing the company's elevated market valuation related to its stronger business performance. Furthermore, it delves into the Federal Reserve’s speculation on potential rate cuts influenced by economic indicators, alongside noteworthy news such as Boeing's strike negotiations and a collaboration between Elon Musk's XAI and Tesla, which highlights the evolving landscape of AI technology.

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Wall Street Breakfast

Apple's iPhone 16 Event: AI Takes Center Stage

Apple's Valuation and the "Sell-the-News" Effect

Fed Rate Cuts and the Potential for a 50 Basis Point Reduction

Boeing Averts Strike, XAI and Tesla's AI Collaboration

Stifel's Bull Steepening Treasury Yield Curve Strategy

The iPhone enters the AI era

Wall Street Breakfast

00:05Apple's iPhone 16 Event: AI Takes Center Stage

Apple's iPhone 16 Event: AI Takes Center Stage

03:03Apple's Valuation and the "Sell-the-News" Effect

Apple's Valuation and the "Sell-the-News" Effect

05:01Fed Rate Cuts and the Potential for a 50 Basis Point Reduction

Fed Rate Cuts and the Potential for a 50 Basis Point Reduction

07:13Boeing Averts Strike, XAI and Tesla's AI Collaboration

Boeing Averts Strike, XAI and Tesla's AI Collaboration

08:03Stifel's Bull Steepening Treasury Yield Curve Strategy

Stifel's Bull Steepening Treasury Yield Curve Strategy