The hosts discuss Apple's latest earnings update, highlighting the company's top line growth, performance in different segments, the significance of services revenue, and the impact of declining China sales. They delve into the reasons behind investors' lukewarm reaction to Apple's earnings report.
A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.
(00:21) Bill Mann and Jason Moser discuss:
- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.
- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.
(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..
(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.
Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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