Steve Kovach

Steve Kovach, a savvy tech reporter focused on earnings and AI strategies, joins to discuss how Apple is ramping up its investments in artificial intelligence. He breaks down the competitive landscape among tech giants like Microsoft and Amazon, detailing how Apple's spending strategies aim for an AI turnaround. Kovach also explores the implications of these investments for Apple's future and its potential partnerships in the evolving AI landscape.

Steve Kovach, a technology reporter with deep insights into Apple, joins to discuss Tim Cook's recent all-hands meeting. They delve into Apple's strategic pivot towards artificial intelligence and the critical role acquisitions might play in enhancing its AI capabilities. Kovach shares thoughts on what a potential turnaround in Apple's AI strategy could look like and how making bold moves in the market could help Apple stay competitive. The discussion highlights the rapidly evolving tech landscape and the stakes for one of the industry's giants.

Kate Rooney, a financial journalist known for her insights on Amazon, joins Steve Kovach, a reporter covering Apple's performance. They dive into Amazon's impressive growth in retail margins and AWS, while also dissecting Apple's services revenue and its mixed performance. The duo highlights how these earnings are shaping the tech landscape amidst economic and political uncertainties. With the looming jobs report ahead of the presidential election, they discuss its potential impact on investor sentiment and market dynamics.

Join Steve Kovach, a tech reporter for CNBC.com, Dan Ives, a bullish Apple analyst from Wedbush, and Alex Kantrowitz from Big Technology as they dissect Apple's WWDC 2025. They explore how the event’s AI advancements might reshape Apple's stock narrative and discuss the company's muted expectations and cautious approach. The conversation touches on potential acquisitions to boost innovation and the ongoing trade tensions impacting tech giants. They also weigh in on Tesla's downgrades ahead of a pivotal event. It's a lively analysis of innovation and market dynamics!

Avery Sheffield, co-founder and CIO at Vantage Rock, shares market insights about U.S.-China tariff implications on technology and financial sectors. Steve Kovach, a tech sector analyst, discusses the latest trends affecting Apple's stock and product strategies. The conversation highlights investment strategies for a shifting economy, the impact of rising interest rates on consumer behavior, and a bullish outlook on casinos contrasted with struggles in telecoms, all while navigating potential recession risks.