NVDA - Wall Street Lunch: Apple Vision Pro Thirst
2024-02-05 13:51:00 ET
Summary
- Apple's Vision Pro is sparking mass market appeal with 600 apps built for it, exceeding expectations.
- Stocks held steady after Fed chief Jay Powell's interview but tumbled after the release of services inflation data.
- Goldman Sachs compares today's megacaps to the biggest companies during the dotcom bubble, highlighting differences in growth and reinvestment rates.
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Wall Street Lunch: Apple Vision Pro Thirst