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Episode 56 | Can Apple Catch Up in the AI Race? A Key Question for Investors
Manage episode 501553819 series 3310923
In Episode 56 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute, revisits Apple, one of the first companies purchased by the GW Investment Institute’s student-managed fund in 2005. He highlights Apple’s enduring strength in its iPhone-centered ecosystem, with a $3.4 trillion market cap, $408 billion in revenue, and $96 billion in free cash flow over the past 12 months. At the same time, he raises concerns about regulatory pressures, slowing revenue growth, and Apple’s lag in artificial intelligence, pointing out its relatively low CapEx spending compared to competitors like Microsoft, Google, and Meta. While CEO Tim Cook has successfully led Apple since Steve Jobs, questions remain about whether management will prioritize investments in AI development and acquisitions.
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Chapters
1. Introduction (00:00:00)
2. Business (00:04:00)
3. Management (00:12:07)
4. Price/Valuation (00:18:07)
5. Balance Sheet (00:19:11)
6. Conclusion (00:20:18)
60 episodes
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