Instant Reaction: Apple Earnings

This discussion dives into Apple's latest earnings, highlighting impressive iPhone revenue but mixed results from Greater China. Analysts weigh in on upcoming products and consumer demand trends. The conversation shifts to Apple's unique capital expenditure strategy, contrasting it with rivals. Concerns arise over innovation and product strategy, especially regarding the Vision Pro. The talk also touches on earnings from major tech players like Microsoft and Amazon, focusing on how capital expenditures impact investor confidence.