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Bajarin: New AAPL Partnerships Will Open Door to Rich A.I. Cycle

Bajarin: New AAPL Partnerships Will Open Door to Rich A.I. Cycle

Schwab Network · Schwab Network

July 2, 202511m 39s

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Show Notes

Ben Bajarin considers Apple (AAPL) a "pinnacle of innovation" for hardware. He believes investors want to see that same innovation on the software end, particularly through A.I. and Siri. He sees potential partnerships with Anthropic or OpenAI as ways Apple can elongate its A.I. cycle. Ben also discusses why Apple may be trying to sell more Macs and iPads into its fall hardware launches. Tom White gives investors a bullish and bearish example options trade for Apple.


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