The Real iPhone Story Apple Investors Are Missing | Mark Gurman
The Rundown14 Syys 2025

The Real iPhone Story Apple Investors Are Missing | Mark Gurman

Apple just unveiled the iPhone 17 lineup, including the all-new iPhone Air, and the reaction from Wall Street was surprisingly muted. But Bloomberg’s Mark Gurman, the most plugged-in Apple reporter in Cupertino, sees it differently. Gurman argues that Apple’s latest strategy is less about chasing AI headlines and more about doing what Apple has always done best: building hardware people actually want.

In this conversation, he break downs:

  • Why the new iPhones could boost Apple’s revenue even without a super-cycle.
  • The marketing genius behind the iPhone Air.
  • How Apple’s hardware-first focus is exactly what consumers want.
  • The reality of Apple’s AI and Siri ambitions.
  • The supply chain strategy as tariffs and geopolitics reshape tech manufacturing.

This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(711)

OpenAI Changes Strategy, Nvidia Predicts $1 Trillion in AI Revenue

OpenAI Changes Strategy, Nvidia Predicts $1 Trillion in AI Revenue

Market update for Tuesday March 17, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

17 Maalis 9min

Meta Signs $27B Deal with Nebius, Peloton Enters the Gym Business

Meta Signs $27B Deal with Nebius, Peloton Enters the Gym Business

Market update for Monday March 16, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

16 Maalis 9min

Airbnb Executive On Hotel Expansion, AI, and the Next Phase of Growth

Airbnb Executive On Hotel Expansion, AI, and the Next Phase of Growth

Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences...

15 Maalis 15min

Deep Dive: Can Hims Survive the GLP-1 Crackdown?

Deep Dive: Can Hims Survive the GLP-1 Crackdown?

In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a leg...

14 Maalis 14min

Adobe’s CEO Steps Down, Oil Tops $100

Adobe’s CEO Steps Down, Oil Tops $100

Market update for Friday March 13, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

13 Maalis 9min

Eli Lilly Sounds Alarm on Copycat GLP-1s, Trouble Brewing in Private Credit

Eli Lilly Sounds Alarm on Copycat GLP-1s, Trouble Brewing in Private Credit

Market update for Thursday March 12, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant r...

12 Maalis 9min

Oracle Soars on AI Earnings Beat, Nvidia Invests $2B Into Nebius

Oracle Soars on AI Earnings Beat, Nvidia Invests $2B Into Nebius

Market update for Wednesday March 11, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant ...

11 Maalis 9min

Oil Prices Pull Back, Live Nation Settles Major Antitrust Case

Oil Prices Pull Back, Live Nation Settles Major Antitrust Case

Market update for March 10, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reaction...

10 Maalis 9min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
rss-rahamania
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
asuntoasiaa-paivakirjat
rss-lahtijat
rahapuhetta
sijoituspodi
hyva-paha-johtaminen
rss-kaikki-koroista
rss-bisnesta-bebeja
rss-karon-grilli
rss-lentopaivakirjat
rss-set-for-life-sijoita-ja-vaurastu
rss-h-asselmoilanen
rss-paivystyspodi