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Morning Minute: Futures Rally, GOOGL Upgrade, AAPL Seeks Chinese AI Memory Chips
Markets rally as futures rise and oil slips after Middle East calm; Alphabet upgraded post-earnings; Apple reportedly lobbying to use Chinese memory/AI chips. Tom White’s Monday headlines.
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What stands out
Two of the market’s biggest names show opposite readings this week: Alphabet’s fundamentals look strong while its price action is weak, and Apple’s chart strength contrasts with a cautious fundamental view. For disciplined investors that split matters — you’ll want to treat each name on its own merits rather than lumping them together.