Eric Woodring

Deirdre Bosa, a savvy CNBC tech reporter, joins Eric Woodring, an equity analyst at Morgan Stanley with a focus on Apple. They discuss the wave of AI anxiety affecting market sentiment, urging a reevaluation of spending and valuations. Eric dives into Apple's significant exposure in China and recent iPhone sales trends, weighing the potential impacts of U.S.-China relations. Additionally, they explore Apple's strategic move into AI and robotics, hinting at a vision for the future as they respond to growing technological demands.

Stephanie Link, an investment strategist and CNBC contributor, shares insights on mega-cap tech earnings and valuation concerns. Eric Woodring from Morgan Stanley discusses Apple's iPhone cycle and spending outlook, suggesting a potential growth resurgence. Jason Gay, a Wall Street Journal columnist, dives into the economic implications of recent college football coach firings and buyouts, spotlighting the professionalization of college sports. Tune in for a lively discussion on these pressing financial topics!