Is the Delta Variant a Concern?

Apple's stock is turning lower after results. Apple did not provide formal guidance, but we'd expect more color and commentary on the call. We set new june quarter records for mac, for wearables, home accessories and for services. There was nice momentum across the products. And i pad cook telling me that many companies are going to be in a hybrid mode with employees both in the offices and at their homes. I think that's here to stay.