

Amazon, Apple Report, Trump Pleads Not Guilty
Aug 3, 2023
Guest
June Grasso
Guest
David Voreacos
Guest
Beata Kirr
Guest
Poonam Goyal
Guest
Robert Mintz
Guest
Thomas Thornton
This podcast discusses the latest Amazon earnings, the indictment of former President Donald Trump, Apple's earnings report, and the impact of big earnings on investment decisions. Topics include higher than expected sales and operating income for Amazon, AWS's return to growth, the importance of content for Prime Video, Trump's formal notification and charges, Apple's service division compensating for weaker hardware sales, and the benefits of private credit as non-dilutive capital for businesses.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
AWS's Return to Growth and Investment in Generative AI
01:49 • 5min
Content Importance for Prime Video on Amazon
07:02 • 3min
Trump's Formal Notification and Charges
10:31 • 12min
Timeline of Trump's legal cases and discussion on Apple earnings
22:58 • 2min
Company Earnings and iPhone Sales
24:43 • 11min
Latest Apple Earnings Report Analysis
36:03 • 2min
Exploring the Strategies and Timelines in the Trump Legal Case
37:33 • 10min
Mark Meadows' involvement and speculation on cooperation, market stability, and impact investment
47:31 • 3min
Private Credit as a Capital Provider
50:02 • 5min
The Impact of Big Earnings on Investment Decisions
55:06 • 2min