Craig Moffett

Craig Moffett, co-founder and senior analyst at Moffett Nathanson, dives into the implications of recent U.S.-China trade agreements. He analyzes Apple and Amazon's upcoming earnings, focusing on the impact of market sentiment. Moffett shares insights on Apple's valuation risks tied to antitrust issues and service growth. He also discusses how AI is reshaping freight logistics, highlighting XPO's use of technology to boost shipments. The conversation is a deep dive into how these factors are poised to affect the tech landscape.