Steve Kovach

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.

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.

Warren Buffett, the "Oracle of Omaha," shares his investment wisdom during a lively Q&A with Berkshire Hathaway shareholders. He discusses everything from global tariffs to his recent correspondence with Apple CEO Tim Cook. Steve Kovach elaborates on Apple's earnings and the impacts of tariffs, while David Samra highlights Berkshire’s international investments, including Japan. Ajit Jain provides insights into the insurance industry’s future as it adapts to new challenges. This engaging dialogue captures the essence of strategic investment and corporate dynamics.

Steve Kovach, a tech journalist known for his insights on major companies, dives into the challenges Apple faces in 2025. He highlights the impacts of tariffs and the competitive landscape in China. Kovach discusses how evolving consumer habits and AI service approvals could shift Apple's strategy. Additionally, the conversation touches on broader market trends, emphasizing cautious optimism for financials and energy sectors while examining the year’s biggest stock winners and losers.

Edgar Bronfman, an entertainment mogul, and David Ellison, the new billionaire owner of Paramount Global, discuss the complexities of the recent merger with Skydance. Media analyst Rich Greenfield highlights challenges for legacy companies. Meanwhile, Mark Zuckerberg addresses government pressures on content moderation at Meta. Steve Kovach delves into Apple's management shake-up following CFO changes. The podcast also touches on space travel safety and the evolution of private space endeavors, featuring thoughts from NASA astronaut Mike Massimino.