Instant Reaction: Apple Earnings

Financial journalists Carol Massar and Tim Stenovec break down Apple's third-quarter earnings, revealing strong iPhone sales but challenges in Greater China. They discuss Apple's unique capital expenditures and compare its innovation strategy with other tech giants. The conversation highlights concerns over the company's slower pace of innovation and critiques its responses to competition. They also touch on the importance of the Vision Pro and its usability issues, while providing insights into the broader tech landscape and future growth forecasts.