Apple Lead Extends

its chance, of the story’s futures

−0.1%on the S&P 500, if it happens

Investors keep rotating from AI-infrastructure winners into Apple, treating its services revenue, device ecosystem, and buyback capacity as safer megacap exposure. Nvidia remains under pressure as China restrictions and questions over AI capex durability limit near-term confidence.

What it moves

Technology−0.4%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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