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849 What Investors Are Getting Wrong About Apple and Microsoft

The Information
Martin Peers @ The Information · 11/13/2023 20:00 EDT

What Investors Are Getting Wrong About Apple and Microsoft

Today’s tech stock market is no country for unthinking investors. A bunch of stocks—among them Alphabet and Amazon—have gone nowhere amid the market gyrations of the past two years, while others such as Apple have seen OK but not great performance. That adjective can really only be applied to Nvidia, which has soared this year thanks to its market-cornering position in specialized artificial intelligence chips. The stock has appreciated 62% since mid-November of 2021 when stocks peaked, a period that includ

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