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Apple’s New CEO Takes Over at a Critical Moment
Apple begins a new chapter as John Ternus takes over from Tim Cook, raising questions about the company’s AI strategy, supply chain power, and future direction.
Mike Armstrong and Marc Fandetti discuss the market selloff, rising oil prices, higher mortgage rates, and what the latest JOLTS report says about the labor market ahead of the Fed’s September meeting. They also break down Apple’s leadership change, why the company may be at an important crossroads, whether the Fed needs to hike rates to protect its credibility, and why retirement relocation decisions often come down to more than…
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