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BullishHIGH severityTech & AI26d ago

Apple shares just hit a record. Here's how trader Mike Khouw is playing the move

Reported by CNBC · cnbc.com · July 29, 2026

Even as broader tech names and momentum plays have faltered, Apple has hit new all-time highs.

What the tape says

What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.

Market reaction today: $AAPL +0.32%

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