Investment analyst Jason Moser shares insights on Apple's upcoming budget-friendly iPhone SE and discusses its potential impact on the market. He delves into the robotics race between Apple and Meta, highlighting their different strategies in the tech world. The conversation also touches on Berkshire Hathaway's recent investment moves, alongside a light-hearted look at the world of finance. Listeners gain valuable tips on saving for kids’ education and navigating the complexities of investing in today’s economic landscape.
Apple's upcoming budget-friendly iPhone SE features significant upgrades like an in-house cellular modem chip and A18 processor, emphasizing innovation over mere price reductions.
The competitive landscape in robotics sees Apple and Meta pursuing distinct paths, with Apple focusing on proprietary solutions while Meta targets software for hardware makers.
Deep dives
Apple's Upcoming Device Launch
Apple is expected to unveil a new device, likely a lower-cost iPhone SE, featuring significant upgrades like an in-house cellular modem chip and the A18 processor. The introduction of Face ID and a USB-C connector marks a shift from traditional components, indicating Apple's ongoing evolution in technology. However, the need for more than just a cheaper phone has been emphasized, suggesting that consumer expectations may require innovation rather than merely price reductions. Observers are cautious, as previous launches of budget devices did not generate much excitement in the market.
Robotics Competition Between Tech Giants
The competition in the robotics sector is intensifying, with Apple and Meta pursuing different strategies. Meta aims to develop foundational software for robotics, targeting hardware makers, while Apple is focusing on creating proprietary solutions, such as a robotic limb integrated with an iPad. Concerns arise regarding the utility of Apple's tabletop device, as it seems to cater to niche scenarios rather than broad consumer needs. The discussion highlights the potential for industrial applications of robotic technologies, echoing sentiments from industry leaders about future opportunities in automation.
Audion's Strong Performance in Payments Processing
Audion has demonstrated growth in the competitive payments processing sector, reporting over 20% increases in revenue and processed volume. This robust performance, particularly with substantial customers like Intuit and Adobe, positions Audion favorably within the industry, contrasting sharply with PayPal's recent struggles. Notably, Audion's EBITDA margin has improved significantly, suggesting enhanced efficiency and effective scaling of its business operations. Additionally, a net promoter score of 66 implies customer satisfaction, reinforcing confidence in Audion's market strategy.
Berkshire Hathaway's Investment Moves
Berkshire Hathaway's latest investment decisions reveal a cautious approach, particularly with the trimming of major banking holdings amid concerns about the economic climate. Concurrently, the company has made intriguing additions to its portfolio, including investments in Domino's Pizza and Constellation Brands, reflecting Buffett's value-oriented investment strategy. The choice to include these consumer-focused stocks highlights a strategy that balances risk and potential return, particularly in light of recent market volatility. Observers note that while following Buffett's lead can be insightful, individual investors should align their strategies with their own financial goals, rather than mimicking high-profile investment moves.
Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?
(00:21) Jason Moser and Ricky Mulvey discuss:
- Apple's and Meta’s robotics ambitions.
- Earnings from payments company Adyen.
- What Berkshire Hathaway is buying and selling
Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.