Podcasts about apple earnings

The MacVoices Live! panel examine Apple's quarterly earnings, the continuing importance of Services revenue, and what John Ternus' presence on Apple's earnings call may indicate about Apple's future leadership transition. Chuck Joiner, David Ginsburg, Eric Bolden, Brian Flanigan-Arthurs, Marty Jencius, and Jeff Gamet discuss the Apple Vision Pro and the newest wave of “Vision Pro is doomed” commentary. They argue that Vision Pro should be viewed as an early-stage platform product that still needs more time, more content, more developer support, and a larger installed base before its long-term value can be fairly judged.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES MacVoices is supported by NordLayer. Secure your network & stay compliant with one toggle-ready platform. Get an exclusive offer: up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: MACVOICES10 at NordLayer.com/macvoices.  Try it risk-free—14-day money-back guarantee. Show Notes: Chapters: 00:00 Apple earnings, Services growth, and Vision Pro setup00:10 NordLayer sponsor message00:27 CleanMyMac sponsor message00:49 Welcome to MacVoices Live05:13 Apple's quarterly earnings call enters the discussion05:31 Apple earnings reaction and why the call still matters10:51 Services growth and Apple's revenue future11:58 John Ternus, Tim Cook, and possible leadership-transition signals11:59 The conversation shifts from “Apple is doomed” to Vision Pro criticism12:04 “Vision Pro is doomed” becomes the new narrative16:24 CleanMyMac sponsor message19:28 Questioning extreme criticism of Vision Pro26:31 Vision Pro as the product Apple needs right now26:48 The need for more Vision Pro content26:53 Why creating Vision Pro content requires a larger installed base Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.c David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and Mastodon. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The MacVoices Live! panel examine Apple's quarterly earnings, the continuing importance of Services revenue, and what John Ternus' presence on Apple's earnings call may indicate about Apple's future leadership transition. Chuck Joiner, David Ginsburg, Eric Bolden, Brian Flanigan-Arthurs, Marty Jencius, and Jeff Gamet discuss the Apple Vision Pro and the newest wave of "Vision Pro is doomed" commentary. They argue that Vision Pro should be viewed as an early-stage platform product that still needs more time, more content, more developer support, and a larger installed base before its long-term value can be fairly judged.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES MacVoices is supported by NordLayer. Secure your network & stay compliant with one toggle-ready platform. Get an exclusive offer: up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: MACVOICES10 at NordLayer.com/macvoices.  Try it risk-free—14-day money-back guarantee. Show Notes: Chapters: 00:00 Apple earnings, Services growth, and Vision Pro setup 00:10 NordLayer sponsor message 00:27 CleanMyMac sponsor message 00:49 Welcome to MacVoices Live 05:13 Apple's quarterly earnings call enters the discussion 05:31 Apple earnings reaction and why the call still matters 10:51 Services growth and Apple's revenue future 11:58 John Ternus, Tim Cook, and possible leadership-transition signals 11:59 The conversation shifts from "Apple is doomed" to Vision Pro criticism 12:04 "Vision Pro is doomed" becomes the new narrative 16:24 CleanMyMac sponsor message 19:28 Questioning extreme criticism of Vision Pro 26:31 Vision Pro as the product Apple needs right now 26:48 The need for more Vision Pro content 26:53 Why creating Vision Pro content requires a larger installed base Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.c David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Benjamin and Chance give their opinions on the new Pride wallpaper and watch band lineup for 2026, as well as talk about a new watch face supposedly coming with watchOS 27. Also, in our seemingly-recurring segment on Mac desktop supply constraints, Apple stopped selling the $599 Mac mini altogether this week. Also, the company shares some curious tidbits about its future strategy in its first quarterly earnings call to feature incoming CEO John Ternus.  And in Happy Hour Plus, Apple loves to talk about the customer satisfaction numbers for its products, but we give our personal takes on how the product lines stack up. Subscribe at 9to5mac.com/join. Sponsored by Bartender: Organize and control your Mac's menu bar so it stays clean and uncluttered. Visit macbartender.com/happyhour and use code HAPPYHOUR to save 10% on Bartender 6. Sponsored by Shopify: See less carts go abandoned and more sales. Sign up for a $1 per month trial at shopify.com/happyhour. Sponsored by IM8: Go to IM8HEALTH.com/happyhour and use code happyhour to get a free welcome kit, five free travel sachets, and 10% off your order.  Hosts Chance Miller @ChanceHMiller on Twitter @ChanceHMiller on Instagram @ChanceHMiller on Threads Benjamin Mayo @bzamayo on Twitter @bzamayo@mastodon.social @bzamayo on Threads Subscribe, Rate, and Review Apple Podcasts Overcast Spotify 9to5Mac Happy Hour Plus Subscribe to 9to5Mac Happy Hour Plus! Support Benjamin and Chance directly with Happy Hour Plus! 9to5Mac Happy Hour Plus includes:  Ad-free versions of every episode  Pre- and post-show content Bonus episodes Join for $5 per month or $50 a year at 9to5mac.com/join.  Feedback Submit #Ask9to5Mac questions on Twitter, Mastodon, or Threads Email us feedback and questions to happyhour@9to5mac.com Links iOS 26.5's new Pride wallpaper revealed, plus Apple Watch face Apple unveils Pride Edition Sport Loop for Apple Watch, order today iOS 26.5 adds beautiful wallpapers for your iPhone, here's what's new Here's the next Apple Watch face coming in watchOS 26.5 and how to customize it How Will John Ternus Run Apple as CEO? With More Investments, Fewer Buybacks - Bloomberg Apple discontinues base Mac mini, now starts at $799 with 512GB storage Apple's most powerful Mac Studio loses its last remaining RAM upgrade option John Ternus joins Apple's Q2 2026 earnings call, touts ‘incredible roadmap ahead' Apple says iPhone 17 lineup is officially the ‘most popular' in its history Tim Cook says iPhone 17 demand is 'off the charts', but supply constraints impacted sales Apple's R&D spending hits new record as AI investment ramps up Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC iOS 27 will let you choose between Gemini, Claude, and more for AI features: report

- Analysts React to Apple's Record Q2FY26 - Untangling Apple's "Net Cash Neutral" Change - Apple Drops 256GB Mac mini from Lineup - Waits Persist for MacBook Neo - Sponsored by OneSkin: Get 15% off OneSkin with the code MACOSKEN at oneskin.co/MACOSKEN #oneskinpod #sponsored - Sponsored by NordLayer: Get an exclusive offer - up to 22% off NordLayer yearly plans plus 10% on top with coupon code: macosken-10-NORDLAYER at nordlayer.com/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

In one of the most consequential earnings weeks of 2026, hosts Kate Scott-Dawkins and Jeff Foster break down results from Alphabet, Amazon, Meta, Microsoft, Apple, Reddit, Roku, Comcast, Rogers, Televisa Univision, and Spotify. The overarching story: digital advertising is not just healthy — it's accelerating, decoupling from broader macroeconomic pressures, and being fundamentally reshaped by AI. Meanwhile, sports continues to dominate the traditional TV conversation, and the Fed's most divided rate decision in decades signals turbulence ahead.Key Topics DiscussedRecord digital ad growth from Alphabet (+19%), Meta (+33%), Amazon (+22%), and Reddit (+60%+) despite macro headwindsHow AI is materially improving advertising outcomes across every major platform — from Meta's trillion-parameter ranking model to Google's AI-enabled campaign typesThe structural shift of ad spend away from traditional TV (projected to fall below 12% global share by 2030) toward search, retail media, and socialExpansion of the advertiser base, including AI-endemic companies (OpenAI, Anthropic) spending ahead of IPOsAgentic commerce: Google's Universal Commerce Protocol, Amazon Rufus auto-buying, and Meta's in-app shopping — and what this means for the future of the purchase funnelApple's deliberately vague AI narrative and its ~$10B estimated advertising business hiding within a $30B+ services segmentMeta's underreported Pixel update — using AI to harvest advertiser site data — and critical implications for brand data governance strategyThree future scenarios for the AI model landscape, and why a messy, multi-model world requiring data orchestration is the most likely outcomeSpotify's verified artist program as a response to AI-generated music (Deezer reports 44% of its catalog is AI-generated)The Fed holding rates at 3.5–3.75% with an 8-4 dissenting split — the most divided since October 1992Inflation and tariff impacts: more likely felt in 2027 than 2026 according to CPG commentarySports as the undeniable anchor of linear TV: Comcast ad revenue up 135% (Super Bowl + Olympics), Rogers media up 82% (Maple Leaf Sports Entertainment), Televisa boosted by early FIFA World Cup pre-buysWhy every brand likely needs a dedicated sports advertising strategy in 2026 and beyondChapter Stamps00:00 - Introduction & Weekly Overview02:02 - Big Tech Earnings: Headline Numbers03:41 - Theme 1: AI-Driven Performance & Pricing Power06:35 - Theme 2: Structural Share Shift Away from Traditional Media07:21 - Theme 3: Advertiser Base Expansion & Growth Sectors10:45 - Theme 4: Agentic Commerce & The Collapsing Purchase Funnel13:51 - Apple Earnings & The AI Narrative17:09 - The Three Future Scenarios for AI & Model Landscape19:16 - Meta's Pixel Expansion & Data Governance Warning22:07 - Spotify, Streaming & The AI-Generated Content Problem23:26 - Macro Update: Fed Rate Decision & Inflation28:20 - Traditional TV Deep Dive: Sports, Comcast, Rogers & Televisa34:24 - Wrap Up & Closing Remarks

Anthropic kündigt für Dienstag ein Financial Services Briefing an – möglicherweise wackelt der ganze Bankensektor. Amazon launcht Connect Talent als Hiring-Lösung. Google bekommt mit Preferred Sources die News-Quellen-Auswahl. Big-Tech-Earnings-Woche: Googles Earnings begeistern, vor allem die Cloud-Sparte explodiert. Amazons AWS-Geschäft beschleunigt sich solide. Apples Earnings sind ordentlich. Metas Earnings wachsen stark, doch die Aktie crasht wegen vorsichtigem Ausblick und steigenden Kosten. Microsofts Cloud wächst zwar weiter, enttäuscht aber gegenüber Google. Reddits Logged-In-User-Wachstum bremst stark ab. Robinhoods Krypto-Umsatz halbiert sich, denn Prediction Markets fressen das Trading. Spotifys Premium-Wachstum verlangsamt sich. Stargate-Projekt von OpenAI/Microsoft/SoftBank fällt heimlich zusammen – Data Center in UK, Norwegen und Texas storniert. Tencents neues Modell wurde mit Anthropic-Hilfe trainiert. Im Musk-Altman-Prozess gibt Musk zu, dass xAI Distillation von OpenAI gemacht hat. SpaceX-IPO-Filing: Nur Class-B-Holder können Musk feuern und diese Shares gehören Musk selbst. Neue S&P-500-Regeln sollen SpaceX-Aufnahme erleichtern. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Anthropic Financial Services Briefing am Dienstag (00:04:08) Amazon: Produkt-Podcasts und Connect Talent Hiring (00:14:32) Google Preferred Sources für News-Suche (00:20:33) Google Earnings (00:33:54) Amazon Earnings (00:38:52) Apple Earnings  (00:41:24) Meta Earnings (00:52:45) Stargate-Projekt fällt zusammen (00:55:12) Microsoft Earnings (00:58:09) Reddit, Robinhood, Spotify Earnings (01:06:25) Anthropic-Distillation (01:15:55) SpaceX-IPO: S&P-500-Sonderregeln und Musk-Governance (01:22:30) David Sacks demystifiziert Mythos Shownotes Anthropic kündigt Financial Services Briefing an - linkedin.com Amazon-Produkt-Podcasts: KI-Werbeformat - xcancel.com Amazon Connect Talent: Hiring-Lösung vorgestellt - youtu.be Google Preferred Sources: Eigene News-Quellen wählen - blog.google Google Q1 2026: Cloud +63%, Search +19% - cnbc.com Amazon Q1: Cloud +28%, Werbung +24% - xcancel.com Apple Q2 2026 Earnings - cnbc.com Zuckerberg: Iran-Krieg und KI-Kosten belasten Meta - wsj.com Stargate - ft.com Reddit Q1: Logged-In-User wachsen nur 7% - cnbc.com Robinhood: Krypto-Umsatz halbiert sich - cnbc.com Spotify Q1: Premium-Wachstum unter 10% - cnbc.com Tencents neues Modell mit Anthropic-Hilfe - theinformation.com Musk gibt zu: xAI hat OpenAI-Modelle distilliert - wired.com SpaceX: Neue S&P-500-Regeln könnten IPO erleichtern - marketwatch.com Reuters: Nur Musk kann Musk feuern bei SpaceX - reuters.com David Sacks demystifiziert Mythos auf X - xcancel.com

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc

Apple shares on the move after the iPhone makers latest earnings report. It was one of Tim Cook's last quarters as CEO. What he had to say about results and his tenure. Plus major indexes closing out April with gains. The Dow up nearly 800 points and Intel posted its best month since going public 55 years ago – more than doubling in April! Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Benjamin and Chance speculate on Apple's mysterious acquisition of Q.ai, the company's second biggest acquisition ever. The iPhone 17 is a veritable smash hit, leading to an all-time quarterly earnings record. And Apple redesigns the order flow for buying a new Mac, with new MacBooks just around the corner.  And in Happy Hour Plus, Benjamin realizes he has some overdue spring-cleaning to do on his Desktop folder.  Sponsored by Gusto: The online payroll and benefits software built for small businesses. Get three months free when you run your first payroll at gusto.com/happyhour. Sponsored by Square: Get up to $200 off Square hardware when you sign up at square.com/go/happyhour. Sponsored by HelloFresh: America's #1 meal kit! Get 10 free meals + a FREE Zwilling Knife (a $144.99 value) on your third box at HelloFresh.com/happyhour10fm. Hosts Chance Miller @ChanceHMiller on Twitter @ChanceHMiller on Instagram @ChanceHMiller on Threads Benjamin Mayo @bzamayo on Twitter @bzamayo@mastodon.social @bzamayo on Threads Subscribe, Rate, and Review Apple Podcasts Overcast Spotify 9to5Mac Happy Hour Plus Subscribe to 9to5Mac Happy Hour Plus! Support Benjamin and Chance directly with Happy Hour Plus! 9to5Mac Happy Hour Plus includes:  Ad-free versions of every episode  Pre- and post-show content Bonus episodes Join for $5 per month or $50 a year at 9to5mac.com/join.  Feedback Submit #Ask9to5Mac questions on Twitter, Mastodon, or Threads Email us feedback and questions to happyhour@9to5mac.com Links Apple acquires secretive Q․ai startup for $2 billion Apple reports record-breaking Q1 2026 earnings Apple revamps how you buy a Mac online New MacBook Pro release date: Here's when M5 Pro and M5 Max might debut Latest macOS 26.3 beta adds to signs that new Macs are imminent Will the Studio Display 2 have this key upgrade? Studio Display refresh looms with three key upgrades Apple announces agentic coding in Xcode with Claude Agent and Codex integration CarPlay Ultra coming to at least one new car later this year, per report Tesla still working on CarPlay support, here's what we know

- A recap of Apple's blowout earnings for Q1FY26 plus analyst reactions - Sponsored by NordLayer: Get an exclusive offer - up to 22% off NordLayer yearly plans plus 10% on top with coupon code: macosken-10-NORDLAYER at nordlayer.com/macosken - Sponsored by Copilot Money: Get a two months free trial with Offer Code MACOSKEN at try.copilot.money/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

This Week's Topics: Apple earnings New AirTags Apple acquires Q.ai Episode's chat: https://britishtechnetwork.com/chat/view.php?dt=2026-01-30 Guests: Jeff Gamet, Patrice Brend'amour, Ian Grant, Tom Ferry #podcast #apple #technology

This Week's Topics: Apple earnings New AirTags Apple acquires Q.ai Episode's chat: https://britishtechnetwork.com/chat/view.php?dt=2026-01-30 Guests: Jeff Gamet, Patrice Brend'amour, Ian Grant, Tom Ferry #podcast #apple #technology

30 Jan 2026. New influencer rules come into force tomorrow (January 31) and they could change how the entire advertising industry operates. Georgia Tolley has been finding out what it means for creators and brands. Plus, Big Tech earnings are in - Apple, Meta, Microsoft and Tesla give fresh signals on AI and profits. And with major expansion plans announced across DIFC, DSO and D3, CRC’s Ben Bargh and Dubai Holding Real Estate unpack what it means for Dubai’s office market.See omnystudio.com/listener for privacy information.

SpaceX soll mit XAI verschmolzen werden. Anthropic überrascht und sammelt statt 10 Milliarden gleich 20 Milliarden ein, prognostiziert 55 Milliarden Umsatz für 2027. OpenAI plant sein IPO für Q4 2026 und arbeitet an einer 100-Milliarden-Runde mit Amazon, Nvidia und Softbank. Microsoft: 45% der zukünftigen Cloud-Umsätze kommen allein von OpenAI. Tesla meldet eines der schwächsten Quartale – in Europa brechen die Verkäufe um bis zu 70% ein wegen Elon Musks politischem Engagement. SAP stürzt 16% ab nach enttäuschenden Cloud-Zahlen. Der CISA-Chef hat vertrauliche Homeland-Security-Daten in ChatGPT hochgeladen. Meta testet Premium-Abos für Instagram, Facebook und WhatsApp. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro & Dry January (00:02:48) Christian Lindner blockt Pip (00:05:58) Elon Musk: SpaceX-XAI-Tesla Merger? (00:12:10) Apple kauft QAI für 2 Mrd. (00:15:02) Meta testet Premium-Abos (00:17:53) KI in der Produktentwicklung (00:21:04) OpenAI IPO-Pläne & 100 Mrd. Runde (00:23:58) Aleph Alpha (00:55:26) Neom/The Line (00:59:27) Microsoft Earnings (01:05:22) Meta Earnings (01:11:03) Tesla Earnings (01:18:10) SAP Earnings (01:19:29) Samsung Rekordquartal (01:21:30) Verbraucherschutz: Signal-Phishing bei Journalisten (01:24:29) Tokenisierte Wertpapiere und Regulierung (01:25:33) Grok/X: Visa & Mastercard ignorieren CSAM (01:28:23) Meta: Zuckerberg ignorierte KI-Chatbot-Warnung (01:30:44) Data Center Werbekampagnen (01:32:03) Shein EU-Untersuchung & Meta WhatsApp-Zugriff (01:34:28) Das Letzte: Melania-Film & CISA-Chef ChatGPT-Fail (01:40:45) Politische Spenden und deren Einfluss (01:45:31) RobCo 100 Mio. Series C (01:53:28) Apple Earnings (01:55:51) US Trade Deficit auf Höchststand Shownotes SpaceX erwägt Fusion mit Tesla oder xAI - bloomberg.com Apple Q.AI Übernahme - ft.com Meta to test premium subscriptions - techcrunch.com Anthropic Funding - ft.com Anthropic Hikes 2026 Revenue Forecast 20% - theinformation.com OpenAI und Anthropic im Rennen um IPO - wsj.com Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI - theinformation.com Amazon plant Investition in OpenAI - wsj.com OpenAI plant biometrisches soziales Netzwerk gegen X-Bot-Problem - forbes.com Bosch verkauft Aleph Alpha Anteile an Schwarz Gruppe - faz.net Neom Projekt - ft.com Microsoft Marktkapitalisierung und Gewinne - cnbc.com Microsoft Earnings - ft.com LinkedIn erreicht erstmals 5 Mrd. Quartalsumsatz - geekwire.com Produktionsende für Tesla Model S und X - cnbc.com SAP Earnings - ft.com Signal Scam - linkedin.com Signal Scam- linkedin.com SEC klärt Regeln für tokenisierte Aktien, verschärft Überwachung. - coindesk.com Zahlungsmethoden und CSAM-Erkennung - theverge.com Gericht blockiert Chatbot-Beschränkungen für Minderjährige - reuters.com Meta startet Werbekampagne für Rechenzentren - theverge.com EU-Untersuchung gegen Shein möglich - reuters.com US-Untersuchung zu WhatsApp-Datenschutz - bloomberg.com Melania Trump-Dokumentarfilm verspottet wegen leerer Kinovorführungen. - gbnews.com Amazons 35-Millionen-Dollar-„Melania“ - nytimes.com Wie viel kann ein Präsident verdienen? - nytimes.com Party donations 2025: AfD large donations skyrocket - lobbycontrol.de Diese Entwicklung sollte jeden Amerikaner beunruhigen. - x.com Trump Cybersicherheit Sensible Materialien ChatGPT - independent.co.uk Marktführer Robitik Robco- handelsblatt.com US-Handelsdefizit wächst am stärksten seit 34 Jahren - reuters.com im Loop Podcast - finanzfluss.de Tim Gabel Podcast mit Pip – Youtube

Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Tesla and some of the biggest names in tech. In the UK – a look ahead to the UK Prime Minister’s visit to China. In Asia – a look ahead to Apple’s earnings and why business in Asia is a key focal point. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Tesla and some of the biggest names in tech. In the UK – a look ahead to the UK Prime Minister’s visit to China. In Asia – a look ahead to Apple’s earnings and why business in Asia is a key focal point. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Tesla and some of the biggest names in tech. In the UK – a look ahead to the UK Prime Minister’s visit to China. In Asia – a look ahead to Apple’s earnings and why business in Asia is a key focal point. See omnystudio.com/listener for privacy information.

OpenAI vollendet Umstrukturierung mit neuer Ownership-Struktur und $250 Milliarden Azure-Verpflichtung. Sam Altman hält keine direkten Anteile. Microsoft Earnings zeigen OpenAI-Verluste von $11-13 Milliarden pro Quartal durch Equity-Accounting. Amazon überzeugt mit starker AWS-Beschleunigung und $125 Milliarden CapEx-Plan. Google durchbricht $100 Milliarden Quartalsumsatz mit starkem Cloud- und Search-Wachstum trotz ChatGPT. 650 Millionen monatliche Gemini-Nutzer. Meta enttäuscht Investoren trotz Rekordwachstum wegen massiver CapEx ohne Cloud-Geschäft zur Refinanzierung. Apple kündigt zweistelliges Wachstum mit iPhone 17 an. Cloudflare und Reddit überzeugen mit Wachstumsbeschleunigung. Trump Jr. profitiert von Pentagon-Drohnenauftrag an seine Drohnenfirma. Naomi Seibt beantragt US-Asyl wegen angeblicher politischer Verfolgung. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) OpenAI Microsoft Deal und IPO-Pläne (00:13:36) Microsoft Earnings (00:23:32) Amazon Earnings (00:38:46) Google Earnings (00:49:07) Meta Earnings (00:56:53) Apple Earnings (00:58:41) Cloudflare Earnings (01:03:27) Reddit Earnings (01:05:41) Trump Jr. Pentagon-Deal (01:07:55) Binance-Begnadigung (01:09:52) Naomi Seibt US-Asyl (01:16:11) Meta Porno-Vorwürfe Shownotes OpenAI bereitet IPO mit Bewertung von bis zu 1 Billion Dollar vor – reuters.com OpenAI-Umstrukturierung treibt Microsofts Bewertung über $4 Billionen – ft.com Trump Jr.-verbundene Drohnenfirma erhält Pentagon-Vertrag – ft.com Naomi Seibt: AfD-nahe Influencerin beantragt Asyl in den USA – spiegel.de Meta: Pornografie-Downloads für persönlichen Gebrauch, nicht KI-Training – mashable.com

This week, we discuss cloud earnings, what's driving valuations, and why AWS says it's still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) 532 (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) Runner-up Titles Dangerous to do things in bed Free Donut Holes Dark Fiber BET A man can not believe anything that devalues their index funds. They just open sourced last year's homework. It doesn't use as many emdashes Anchorman Vibes Rundown AI & Cloud Trends for July 2025 (https://www.thecloudcast.net/2025/08/ai-cloud-trends-for-july-2025.html) Cloud Earnings Microsoft posts Q4 beat on top and bottom line on cloud, AI strength (https://finance.yahoo.com/news/microsoft-posts-q4-beat-on-top-and-bottom-line-on-cloud-ai-strength-200602195.html) Clouded Judgement 8.1.25 - The AI Operating Model (https://cloudedjudgement.substack.com/p/clouded-judgement-8125-the-ai-operating?utm_source=post-email-title&publication_id=56878&post_id=169283604&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Richard Seroter's Architecture Musings (https://seroter.com/) AI OpenAI's new waited model whatever (https://openai.com/index/introducing-gpt-oss/) Simon Willson says local tool calling might be better (https://simonwillison.net/2025/Aug/5/gpt-oss/) Exclusive: OpenAI Secures Another Giant Funding Deal (https://www.nytimes.com/2025/08/01/business/dealbook/openai-ai-mega-funding-deal.html?smid=nytcore-ios-share&referringSource=articleShare) OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more. (https://bsky.app/profile/edzitron.com/post/3lve3kmvt722p) Relevant to your Interests How Olipop is sweetening the PTO deal for employees (https://www.fooddive.com/news/olipop-summer-recharge-time-travel-agency/756145/) Anaconda Secures $150M Funding, Hits $1.5B Valuation (https://www.webpronews.com/anaconda-secures-150m-funding-hits-1-5b-valuation/) Figma raises $1.2 billion, creating new playbook for going public in the summer (https://www.axios.com/2025/07/31/figma-ipo-stock-adobe) AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders (https://venturebeat.com/ai/ai-vs-ai-prophet-security-raises-30m-to-replace-human-analysts-with-autonomous-defenders/) API Simulation Reduces MCP Server, Microservices Overload (https://thenewstack.io/api-simulation-reduces-mcp-server-microservices-overload/) Google loses appeal in antitrust battle with Fortnite maker (https://apnews.com/article/google-antitrust-android-apps-appeal-ceba472d6882c413967f512f2dc56067) Exclusive: More details emerge on how Windsurf's VCs and founders got paid from the Google deal (https://techcrunch.com/2025/08/01/more-details-emerge-on-how-windsurfs-vcs-and-founders-got-paid-from-the-google-deal/) OpenAI is teasing a GPT-5 release. (https://www.theverge.com/news/718147/openai-teasing-gpt-5-release) Cloud Software Group to Acquire Arctera (https://www.businesswire.com/news/home/20250804310158/en/Cloud-Software-Group-to-Acquire-Arctera) For the first time, OpenAI models are available on AWS | TechCrunch (https://techcrunch.com/2025/08/05/for-the-first-time-openai-models-are-available-on-aws/) Agents or Bots? Making Sense of AI on the Open Web (https://www.linkedin.com/pulse/agents-bots-making-sense-ai-open-web-perplexity-ai-rom0c/?trackingId=WQJoQHyfuX91F3i7ywZwtw%3D%3D) Three weeks after acquiring Windsurf, Cognition offers staff the exit door (https://techcrunch.com/2025/08/05/three-weeks-after-acquiring-windsurf-cognition-offers-staff-the-exit-door/) Apple has now shipped 3 billion iPhones (https://www.engadget.com/big-tech/apple-has-now-shipped-3-billion-iphones-030851439.html) Apple Growth Rebounds on Strength of iPhone 16 Line, China (https://www.bloomberg.com/news/articles/2025-07-31/apple-revenue-tops-estimates-on-strength-of-iphone-china-market?embedded-checkout=true) Apple Earnings; Cook's AI Comments; Apple's AI Strategy, Redux (https://stratechery.com/2025/apple-earnings-cooks-ai-comments-apples-ai-strategy-redux/) Nonsense Microsoft's Windows XP Crocs are no joke (https://www.theverge.com/microsoft/717965/microsoft-crocs-windows-xp-bliss-wallpaper-theme) Listener Feedback JD recommends Charm (https://github.com/charmbracelet/crush) Conferences SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. Matt will be there. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: CalDigit TS4 (https://www.amazon.com/s?k=caldigit+ts4&hvadid=732096899979&hvdev=c&hvexpln=67&hvlocphy=9028322&hvnetw=g&hvocijid=7941701857307590927--&hvqmt=e&hvrand=7941701857307590927&hvtargid=kwd-1436081580619&hydadcr=24768_13517487&mcid=c0ce64ca6a893d599e949f0f42851542&tag=googhydr-20&ref=pd_sl_5zzuafk2xr_e_p67). Coté: Sunday roast at Mount St. Restaurant, London (https://mountstrestaurant.com). Internal developer platform marketing series: part one (https://thenewstack.io/driving-platform-adoption-the-missed-opportunity-of-marketing/), part two (https://thenewstack.io/driving-platform-adoption-part-2-yes-create-t-shirts-to-tout-your-brand/), and part three (https://thenewstack.io/driving-platform-adoption-community-is-your-value/). Photo Credits Header (https://unsplash.com/photos/doughnuts-on-box-7lAMbAh_Je4)

Felix Lobrecht investiert mit anderen Prominenten in ein Padel Start-up. OpenAI beeindruckt mit einem Jahresumsatz von 12 Milliarden Dollar. Figma erlebt einen spektakulären Börsengang mit einem Aktienanstieg von 250% am ersten Handelstag. Amazons Aktienkurs leidet unter hohen KI-Investitionen, die das Gewinnwachstum bremsen. Microsofts Aktien steigen um 9% dank beeindruckender Quartalszahlen und einem Azure-Umsatz von 75 Milliarden Dollar. Meta-Aktien klettern nach starken Ergebnissen. Apple verzeichnet starke Gewinne, doch die Sorge um Zölle belastet die Investorenstimmung. Spotify erlebt den schlechtesten Tag seit zwei Jahren nach einer schwachen Prognose. Reddit überrascht mit einem Aktienanstieg von 20% dank übertroffener Quartalsprognosen. Elon Musk spendet nach dem Streit mit Trump 15-Millionen-Dollar an die Republikaner.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Tagesschau & Italien (00:12:10) Padel Startup  (00:21:25) OpenAI & Anthropic Umsatz  (00:30:40) Figma IPO (00:47:00) Spotify Earnings (00:55:30) Microsoft Earnings (01:04:50) Amazon Earnings (01:10:35) Apple Earnings (01:11:55) Meta Earnings (01:15:00) Roblox Earnings (01:16:10) Reddit Earnings (01:18:30) Cloudflare Earnings (01:20:50) Schmuddelecke Shownotes Padelsport: Felix Lobrecht wird Start-up-Investor – manager-magazin.de OpenAI erreicht 12 Milliarden Dollar Jahresumsatz – theinformation.com Anthropic Umsatz – theinformation.com Figma-Aktienkurs steigt um 250% bei IPO – wsj.com Amazon-Aktie fällt wegen KI-Ausgaben und Gewinnwachstum – ft.com Microsoft-Aktie steigt um 9% nach Gewinnbericht – cnbc.com Meta-Aktien steigen nach starken Ergebnissen; Zuckerberg plant 'Superintelligenz'-Ziele. – ft.com Apple: starke Gewinne, aber Sorgen wegen Zöllen – ft.com Roblox-Aktie steigt um 10% nach Umsatzplus und starkem Nutzerwachstum – cnbc.com Coinbase-Aktien fallen, enttäuschende Einnahmen im zweiten Quartal – cnbc.com Spotify fällt um 11% aufgrund schwacher Prognose – cnbc.com Reddit-Aktien steigen um bis zu 20% nach besserem Umsatz und Prognose im zweiten Quartal – cnbc.com Cloudflare übertrifft Gewinnerwartungen mit starkem Umsatz- und Kundenwachstum – siliconangle.com Elon Musk spendete Trump und der GOP $15M trotz Konflikt – politico.com Hawley will 600-Dollar-Rabattchecks. Wer besticht die Wähler? –  eu.usatoday.com Spahn: correctiv.org

As Apple again earns more than predicted, it's also been hit by a punishing legal ruling, but then there are also new iPhone 17 dummies, and a "portable" Mac mini, on the AppleInsider Podcast.Contact your hosts:@williamgallagher_ on Threads@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on email@hillithreads on Threads@Hillitech on TwitterWes on BlueskyWes Hilliard on emailSponsored by:Fast Growing Trees: Visit fast-growing-trees.com/appleinsider to get an additional 15% off plants and trees, even the many already discounted to half priceLinks from the Show:Last quarter before Trump tariffs sees Apple beat Wall Street with $95.4 billion earningsJudge sanctions Apple for blatantly violating 'Fortnite' App Store order'Fortnite' could return to Apple App Store if Apple accepts Epic peace proposalApple on anti-steering injunction violation ruling: 'We strongly disagree'iPhone 17, iPhone 17 Air, and iPhone 17 Pro - the best look yetGoogle wants Gemini AI deal with Apple by mid-2025A Mac mini can be made portable for about three times the cost of a MacBook AirApple's M4 Mac mini can be portable with the right batteryApple shifts robotics team away from Giannandrea's AI organization to prioritize hardwareArms race: Apple's waiting for robotics for US iPhone assembly, says Commerce SecretaryTwo new iPhone factories years in the making open in IndiaApple wants nearly every iPhone 18 sold in the US to come from IndiaTSMC breaks ground on third plant in ArizonaApple revenue could actually benefit from China tariff warConsumers get ahead of tariffs, Morgan Stanley hikes AAPL price target to $235Apple quietly launches 'Snapshot' artists, actors, and athletes discovery guideSupport the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com (00:00) - Intro and Apple Earnings (01:44) - Epic Games and Other Stories (24:35) - Age verification (32:41) - iPhone 17 dummies (41:11) - Google Gemini (44:03) - "Portable" Mac mini (50:20) - John Giannandrea (55:21) - Controversy Corner (01:04:28) - Slow, slow, Snapshot ★ Support this podcast on Patreon ★

Stocks popping higher after jobs data came in stronger than expected for April: Carl Quintanilla and Sara Eisen discussed the report and what it means for stocks - alongside some positive tariff headlines when it comes to China, and a number of better-than-feared earnings reports. A key focus? Mega-cap tech – namely Apple and Amazon after new numbers there… What to do with both stocks, and the street's reaction this hour. Plus: does the rally have more room to run? Jefferies Chief Market Strategist and Goldman's Chief Economist joined the team with their takes, and what comes next from the Fed.   Also in focus: details emerging when it comes to President Trump's 2026 budget – a deep-dive on the key points we have so far this hour… And a live read from the ground in Omaha - ahead of Berkshire's annual shareholder meeting tomorrow. Squawk on the Street Disclaimer

Welcome to episode 61 of Shack Together! We're joined by special guest Ozzie Mejia to discuss Microsoft's surprising Xbox price hikes and dive into this week's massive list of tech earnings reports. EA enacts significant shifts with Respawn Entertainment announcing layoffs and game cancellations, while impressive sales figures roll in for titles like Oblivion Remastered, Elden Ring, and more. Today's show features our "Warframe or Soreblame" segment, testing the crew's knowledge of the popular free-to-play game's extensive weapons arsenal, from the widely-used Tenet Envoy to the fan-favorite Opticor. Ozzie also shares insights from his interview with Towerborne's Game Director about the game's Xbox debut and future plans. In Story Time, we cover major industry developments including Fortnite's return to iOS, Apple's court ruling in the Epic Games case, and Nintendo's latest (and perhaps final) System Update preparing for Switch 2. The tech sector dominates our industry news with comprehensive earnings reports from Meta, Microsoft, Amazon, and Apple, revealing significant developments in gaming revenue, AI initiatives, and hardware sales. And that's all for today's show! Thanks as always for listening and enjoy!   Timestamps 00:01:09 Intro 00:10:44 It's Shack Together! 00:11:26 Ozzie's Games: Star Wars Outlaws 00:19:25 Joe's Game: Selling The Xbox 00:21:45 Asif's Games: Blue Prince, F-Zero 99 00:40:24 Warframe or Soreblame 00:49:29 Previews: Towerborne, Wartorn 00:53:54 Reviews: Shotgun Cop Man, Skin Deep 00:58:48 Gaming News: Oblivion Remastered Sales, Clair Obscur Sales, Elden Ring Sales, RE4 Sales, Xbox Price Hikes, Fortnite Mobile Returns, Nintendo Switch V20 01:24:11 Industry News: Respawn Layoffs, Tesla Seeks to Oust Musk, Meta Earnings, Microsoft Earnings, Amazon Earnings, Apple Earnings 01:48:48 Community Notes   Articles mentioned in this episode Towerborne Xbox Game Preview interview Xbox console & game price increase Respawn Entertainment layoffs & cancellations The Elder Scrolls 4: Oblivion 4 million players Elden Ring 30 million copies sold Fortnite mobile return to US iOS App Store Nintendo Switch Update 20.0.0 Microsoft Q3 FY25 Gaming revenue Meta Reality Labs Q1 2025 earnings Apple Q2 FY25 earnings results

Derek Moore goes through how markets have bottomed (maybe?) and are now up 10% since then. All the while investment banks have now started moving their 2025 year end targets down. The bear case on corporate net profit margins (and bull case). Plus, how max bearishness against US equities at market lows may have been a contrarian signal. With more earnings this week, Apple's implied volatility is forecasting what as an expected 1 standard deviation move. Keeping perspective on the markets as the media talks about ends of eras and more.    Apple earnings implied volatility What is the implied volatility expected earnings move for Apple FMS manager survey shows fund managers were max bearish near recent bottom Distance off the low is now +10% after being down -18.90% All that said, the S&P is down -10% off the all-time high Investment banks start downgrading their year end S&P 500 Index targets Bear case for housing due to high mortgage rates Earnings have been good so far but what about the future? Comparing mortgage payments at low vs 7% rates Sentiment and VIX readings near contrarian lows like prior periods  Container shipping container rates are down and that is not inflationary Container shipping volume and capacity are all down     Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com               

This week, we discuss how LLMs are changing software development, OpenAI's deep research, and why the Gartner Hype Cycle persists. Plus, a business plan built entirely around ice! Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=JyTb1v4-oZQ) 506 (https://www.youtube.com/watch?v=JyTb1v4-oZQ) Runner-up Titles I bought the DevOps I'm always looking for tomatillas You're making a strong case for RTO The CEO of ice. The VP of Ice Machines. What you are doing is toil I think about WALL-E every day Eliminating the first draft Rundown The End of Programming as We Know It (https://www.oreilly.com/radar/the-end-of-programming-as-we-know-it/) Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation (https://stratechery.com/2025/apple-earnings-openai-deep-research-the-unbundling-of-substantiation/) Gartner's Grift Is About To Unravel (https://dx.tips/gartner) Relevant to your Interests Google goes heavy on investment but light on detail (https://on.ft.com/3Q619Wc) Researchers created an open rival to OpenAI's o1 'reasoning' model for under $50 (https://techcrunch.com/2025/02/05/researchers-created-an-open-rival-to-openais-o1-reasoning-model-for-under-50/) Dumping open source for proprietary rarely pays off: Better to stick a fork in it (https://www.zdnet.com/article/dumping-open-source-for-proprietary-rarely-pays-off-better-to-stick-a-fork-in-it/) Report: OpenAI's ex-CTO, Mira Murati, has recruited OpenAI co-founder John Schulman (https://techcrunch.com/2025/02/06/report-openais-ex-cto-mira-murati-has-recruited-openai-co-founder-john-schulman/) Broadcom and Nvidia are capitalizing on the return of the winner-take-all AI trade (https://sherwood.news/markets/broadcom-and-nvidia-are-capitalizing-on-the-return-of-the-winner-take-all-ai/) When will remote workers see their pay cut? (https://www.economist.com/finance-and-economics/2025/02/06/when-will-remote-workers-see-their-pay-cut) How Microsoft Releases Changes to Azure - Safe Deployment (https://luke.geek.nz/azure/azure-platform-release-process/) Servers can last a long time (https://world.hey.com/dhh/servers-can-last-a-long-time-165c955c) Matt Mullenweg: WordPress Controversy, Future of Open Source AI, and Navigating Backlash (https://theloganbartlettshow.substack.com/p/matt-mullenweg-wordpress-controversy?utm_source=post-email-title&publication_id=1161376&post_id=156676755&utm_campaign=email-post-title&isFreemail=true&r=yr5ci&triedRedirect=true&utm_medium=email) Turn/River Agrees to Buy SolarWinds Years After Cyber-Attack (https://finance.yahoo.com/news/turn-river-agrees-buy-solarwinds-174426287.html) Gartner's Grift Is About To Unravel (https://dx.tips/gartner) Developer creates endless Wikipedia feed to fight algorithm addiction (https://arstechnica.com/gadgets/2025/02/new-wikitok-web-app-allows-infinite-tiktok-style-scroll-of-wikipedia/) You Didn't Notice MP3 Is Now Free (https://idiallo.com/blog/listen-mp3-is-free?ref=labnotes.org&utm_source=substack&utm_medium=email) The DevTools Ceiling: great as Open Source, AND a Terrible Business (https://dx.tips/ceiling) The VGHF Library opens in early access | Video Game History Foundation (https://gamehistory.org/vghf-library-launch/) Docker Announces Don Johnson as New CEO, Succeeding Scott Johnston (https://www.globenewswire.com/news-release/2025/02/12/3025262/0/en/Docker-Announces-Don-Johnson-as-New-CEO-Succeeding-Scott-Johnston.html) Developers Unhappy With Tool Sprawl, Lagging Data, Long Waits (https://thenewstack.io/developers-unhappy-with-tool-sprawl-lagging-data-long-waits/) Thomson Reuters Wins First Major AI Copyright Case in the US (https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit/) Apple brings heart rate monitoring (https://techcrunch.com/2025/02/11/apple-brings-heart-rate-monitoring-to-powerbeats-pro-2/) Nonsense TabBoo (https://tabboo.xyz/) Conferences DevOpsDayLA (https://www.socallinuxexpo.org/scale/22x/events/devopsday-la) at SCALE22x (https://www.socallinuxexpo.org/scale/22x), March 6-9, 2025, discount code DEVOP VMUG NL (https://vmugnl.nl), March 12th, Coté speaking. DevOpsDays Chicago (https://devopsdays.org/events/2025-chicago/welcome/), March 18th, 2025. SREday London (https://sreday.com/2025-london-q1/), March 27-28, Coté speaking (https://sreday.com/2025-london-q1/Michael_Cote_VMware__Pivotal_Platform_Engineering_for_Private_Cloud). 10% with code LDN10 Monki Gras (https://monkigras.com/), London, March 27-28, Coté speaking. Cloud Foundry Day US (https://events.linuxfoundation.org/cloud-foundry-day-north-america/), May 14th, Palo Alto, CA NDC Oslo (https://ndcoslo.com/), May 21-23, speaking. KubeCon EU (https://events.linuxfoundation.org/kubecon-cloudnativecon-europe/), April 1-4, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Oxide and Friends | AI Disruption: DeepSeek and Cerebras (https://oxide-and-friends.transistor.fm/episodes/ai-disruption-deepseek-and-cerebras) Matt: Beats Fit Pro (https://www.beatsbydre.com/earbuds/beats-fit-pro/MK2J3/sage-gray) Coté: Alfred (https://www.alfredapp.com). PoliticalWire.com (https://members.politicalwire.com/referral/30klklm). Photo Credits Header (https://unsplash.com/photos/crystal-gemstones-PteeDvACFak)

AT&T Earnings and Fiber Growth- AT&T reported over a million fiber adds for 2024- Conversation with Jennifer Robertson, leader of AT&T's mass markets consumer group- Discussion of AT&T guarantee, AST Space Mobile partnership, and convergence strategy- Convergence driving simplification, with 40% of customers taking advantage by end of 2024Verizon's AI Connect Platform- Announcement of Verizon's AI Connect platform- Collaboration with Nvidia, Vultr, Google Cloud, and Meta- Focus on edge compute and AI deployments for business customers- Potential applications for XR technologiesEricsson's North American Growth- Ericsson reported 54% market growth in North America- Execution in the region, including creation of federal sales teams- Potential impact of open RAN initiatives- Sustainability of growth and global expansion challengesVodafone and AST Space Mobile Breakthrough- World's first space video call using standard mobile phone and commercial satellites- Test conducted on 4G and 5G smartphones- Plans for commercial direct-to-smartphone broadband satellite service in Europe by 2025-2026Telefónica's Gen AI Platform- Telefónica's tech unit launching its own Gen AI platform- Aimed at helping companies create customizable systems for complex problem-solving- Unconventional approach compared to other mobile network operatorsApple and T-Mobile Earnings- Apple reported better than expected earnings despite reduced iPhone shipments- T-Mobile added 900,000 monthly subscribers, mostly for premium 5G plans- T-Mobile's record growth year, with significant increases in revenue and net income- T-Mobile's expansion in business services and network reliabilityIndustry Trends and Future Outlook- Discussion of agentic AI and its growing importance in the tech industry- Expectations for improved AI features from Apple in the coming quarter- T-Mobile's plans for 6G development with Nvidia- Continued focus on network infrastructure and customer satisfaction across the industry

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Friday, January 31st. Learn More About Robinhood Legend: http://robinhood.com/rrm --- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalm... Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SUBSCRIBE to our newsletter: https://riskreversal.com/sign-up/ -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Gene and Doug discuss the recent market reactions to DeepSeek, analyzing the rapid recovery of the NASDAQ and the implications for AI technology. They talk Tesla's earnings, highlighting unexpected stock performance despite disappointing margins and guidance. Finally, Apple's quarter, focusing on challenges in the Chinese market and future growth potential driven by innovations in AI and consumer technology. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now. We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel.Patrick Moorhead of Moor Insights discusses Intel's report. We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group's Tom Forte, plus T. Rowe Price portfolio manager Tony Wang. Morgan sits down with UPS CEO Carol Tomé as the company's stock posted its worst day ever after investors shied away from the company's disappointing revenue guidance.

The charts are clearly saying what price levels these stocks SHOULD be trading at - be patient ⁠⁠Get the Top 10 stocks of 2025 from Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Limited Time offer on Trendspider - save over $1500 and get unlimited 1-1 Training for 1 year! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 1. GDP worse than expected - bad news is good news 2. Alpha Picks - the rules for the portfolio are clear 3. What did Powell say yesterday? 4. Valuations and Crypto - it's an AI market 5. Deepseek and the Mag 7 6. $NVDA - when to buy it and at what price 7. $AVGO $CRDO $CLS - all buys 8. $TSLA - where is a good price for it? 9. $META - what price to buy it at now? 10. $MSFT - it's clearly going to trade in this range 11. $CLS - where's the top? 12. $AAPL today - where will it trade to? 13. Steve Cress lays out ETF investing by sector including $IBIT TRENDSPIDER SALE - best offer available  - ⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day. Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠ - my $30 off coupon for a limited time⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube with video⁠⁠⁠⁠⁠⁠⁠⁠ to see how Steve from ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠ uses the tool to navigate on picking stocks. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to beat the S&P? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Alpha Picks here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

- Evercore Positive on AAPL Ahead of Q1FY25 Earnings - Bloomberg's Gurman: iPhone SE Running Out at U.S. Apple Stores - Five Years Later: Suit Against “Servant” Finally Goes to Trial - Colorado Town Gives Out AirTags, Stickers to Fight Car Theft - Apple Turns Landing Page Over to Marking MLK Day - Apple TV and Apple Music to Stream FireAid Concert to Benefit SoCal Fire Victims - Bad guys are scamming in the wake of the L.A. fires + ignoring smishing attempts on Checklist 407 - Scams Sparked by SoCal Fires - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Ben, Pedro, and Tom discuss yesterday's market sell-off, Comcast's potential split, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it's capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it's capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

Katie Binns, director of product management for Morningstar Indexes, discusses bank loans' benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call.What Are Bank Loans?Bank Loans vs. Junk BondsThe Role of Bank Loans in Your PortfolioWhy the Market for Bank Loans Has GrownCompanies With Bank Loans TodayWhy Bank Loans Are Less Volatile Than Junk BondsHow Interest-Rate Cuts Could Affect Floating-Rate InvestmentsCould Riskier Credit Investments Default with an Economic Slowdown?What's Coming Up in the Markets?Is Apple Intelligence Worth Upgrading Your iPhone?How Important Are iPhone 16s Holiday Sales to Apple?Why Apple Discontinued Developing Self-Driving Vehicles and Electric CarsCould Nvidia Taking the Title as the World's Most Valuable Company Affect Apple?What to Look for in Apple EarningsApple Stock Outlook Read about topics from this episode.  The Morningstar LSTA US Leveraged Loan Index Highlights a Growing Asset Class Popular With Credit Investors A Way to Protect Your Portfolio Against Bond Price DropsCan Bank Loan Funds Rise to the Top Again?Apple iPhone 16 Event Inspires Confidence Keep up with Morningstar's coverage of company earnings.  What to watch from Morningstar.Is Your Portfolio Built to Withstand a Market Rotation? Inherited IRA Rules: What You Need to Know Before 2025How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks Read what our team is writing:William Kerwin, CFA Katie Binns Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Apple has reported better than expected earnings -- you were worried there for a minute -- while Apple Intelligence is finally out in beta. And maybe you should be worried about a new device, the Friend.Contact your hosts@williamgallagher_ on Threads@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on emailMike Wuerthele on emailSponsored by:BetterHelp: Visit BetterHelp.com/appleinsider today to get 10% off your first month with the online therapy serviceOracle: Take a free test drive of Oracle Cloud Infrastructure at oracle.com/appleinsiderLinks from the Show:How to use Reduce Interruptions on iOS 18 and what it doesApple Intelligence vs Grammarly — AI powered text tool showdownHow to read the Apple Intelligence Report in iOS 18.1Apple admits to using Google Tensor hardware to train Apple Intelligence - so?Apple brings back dark black for the iPhone 16 ProiPhone 16 Pro lineup rumored to get Wi-Fi 7, just one year after the last upgradeOhio residents can now add driver's license, state ID to the iPhone Wallet appMacBook Air M3 review three months later: The best Mac for nearly everyoneApple Arcade developers say working with Apple is like being in an 'abusive relationship'Twitter for Mac leaves the Mac App Store, but iPad X is still usable I'm wondering how anyone even noticed the Mac app was gone.Google Maps and Waze get new route guidance and alertsEpic's Tim Sweeney ludicrously calls Apple's 'Find My' a privacy hazard for thieves Go on, let rip, short of getting yourself suedFriend is the creepy and dystopian iPhone accessory that might just workApple Vision Pro gestures may spread to the iPhone, iPad, and MacSupport the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Podcast artwork from Basic Apple Guy. Download the free wallpaper pack here.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com (00:00) - Intro (01:05) - Apple earnings. (06:30) - Apple Intelligence (25:04) - Google hardware and Apple Intelligence (27:09) - Apple Vision Pro (28:37) - New iPhones (34:30) - Wi-Fi 7 (36:21) - Ohio state ID (38:19) - You've got a friend (41:53) - Find my is bad (45:02) - Twitter for Mac (46:31) - Touch screen Macs ★ Support this podcast on Patreon ★

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Thursday, August 1st. Timecodes 0:00 - Semi Update 17:00 - AMZN & AAPL Preview 26:30 - Gold 33:30 - Crude 36:15 - Yields 44:45 - Audience Q&A -- Learn more about FactSet: https://www.factset.com/lp/mrkt-call Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Some key themes to watch ahead of Apple earnings include signs the iPhone sales slump is coming to an end, whether new AI features will drive an upgrade cycle, how the AI rollout in China will play out, and, of course, capex concerns that are looming over all of big tech.

Apple earnings are out and revenue was down almost everywhere. Boy, AI can't come fast enough for them. Did you know you can send Bluetooth signals to satellites in space? The full Rabbit R1 reviews turned out exactly how we expected. And, of course, the Weekend Longreads suggestions.Links:Apple Sales Fall as iPhone, China Businesses Remain Sluggish (WSJ)FDA Qualifies Apple's AFib History feature as an MDDT (MyHealthyApple)Hubble Network makes Bluetooth connection with a satellite for the first time (TechCrunch)Coinbase's First-Quarter Profit, Revenue Top Forecasts (Bloomberg)Rabbit R1 review: nothing to see here (The Verge)Weekend Longreads Suggestions:The Revenge of the Home Page (The New Yorker)Nick Bostrom Made the World Fear AI. Now He Asks: What if It Fixes Everything? (Wired)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Small developers in the EU now have plenty to thank Apple about, while some users worldwide have a couple of gripes about bugs in Apple ID. Plus emulators are a hit, there are so many promising leaks about iOS 18, and of course we're nearing the launch of new iPads.Contact your hosts@williamgallagher_ on Threads@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on email@hillithreads on Threads@Hillitech on TwitterWes on MastodonWes Hilliard on emailSponsored by:Backblaze: Visit backblaze.com/appleinsider for a fully-featured, no-risk free trial of the online backup service.Fast Growing Trees: Visit fast-growing-trees.com/appleinsider to an additional 15% off plants and trees, even the many already discounted to half priceLINKS FROM THE SHOW:Apple charms investors with record $110B stock buyback, dividend hikeEU Core Technology Fee for small & non-profit developers pared way backEverything you need to know about emulating retro games with Delta for iPhoneSome users are randomly getting locked out of their Apple ID accountsTikTok pulls a 'Fortnite' and is trying to dodge in-app purchase feesByteDance would rather shut down US TikTok than sell itNew iPad Pro rumored to debut with M4 chipApple Pencil coming on May 7 could buzz users with haptic feedbackNew iPad Pro models will get the best OLED tablet display ever madeWhat to expect in iOS 18: AI, new look, redesigned stock apps, and moreApple Notes in iOS 18 looks to up the ante with Microsoft OneNoteThe long nightmare may be over -- iPad could finally get a Calculator appApple to unveil AI-enabled Safari browser alongside new operating systemsApple's iOS 18 to streamline task management with unified events and remindersBeats Solo 4 headphones review: Great audio quality and featuresNew Beats Solo Buds offers budget-friendly audio in a tiny caseiPhone users try telling their bosses the alarm didn't go off'Ted Lasso' complete series Blu Ray box set may arrive soonSupport the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Podcast artwork from Basic Apple Guy. Download the free wallpaper pack here.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com (00:00) - Intro (01:18) - Apple Earnings (02:41) - EU changing Apple (06:27) - New rules for small developers (20:25) - Using emulators (23:32) - Installing games (30:44) - Apple ID bug (35:12) - New Repair State (36:50) - New iPads (45:12) - iPad Air and iPad Pro (53:45) - Ted Lasso (56:19) - Leaks and rumors ★ Support this podcast on Patreon ★

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, discusses the April jobs report and hiring in the US. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Apple earnings. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Friday, May 3rd -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Apple was once the biggest and most important stock in this market. But that was then … and this is now. And “now” tells a very different story with shares the worst performing in the group this year. Will tonight get the stock back on track? CIC Wealth's Malcolm Ethridge, Virtus' Joe Terranova and Bryn Talkington of Requisite Capital break down what they're expecting. Plus, John Spallanzani from Miller Family Office tells us where he is putting his money to work right now. And, Evercore ISI's Roger Altman maps out his forecast for the Fed and the economy at large. 

Apple announced the largest corporate buyback in history and investors sent the stock higher in Overtime. We have you covered from every angle. Plus, Qualcomm CEO Cristiano Amon on his company's strong quarter and AWS CEO Adam Selipsky on what's driving growth. 

- JP Morgan Notes “Improved” Sentiment Around AAPL - FT Dives Deep Into Apple's Groundwork in AI - Apple Announces Beats Solo 4 Hitting This Week - Apple Announces Beats Solo Buds for June Release - Apple Promotes “Let Loose!” as “Different Kind of Event” - Apple Devs and Testers Get New Round of OS Betas - Apple Acknowledges Quiet Alarm Issue - Damon and (Other) Affleck Team for Apple TV+ Movie - Season Three of “Acapulco” Starts Today on Apple TV+ - Sponsored by ExpressVPN: Sign up and get an extra three-months FREE at ExpressVPN.com/macosken - Check Out the Latest Checklist by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

We're off to an AI-heavy start to the week. OpenAI has a new deal with the Financial Times that caught our eye. Sure, it's another content licensing deal, but there appears to be a bit more in the tie-up than just content flowing one way, and money the other.On this early-week episode of Equity, we also dug into the xAI news that TechCrunch broke recently; namely that Musk's AI enterprise is not looking to raise $3 billion on a $15 billion valuation. No, it's now looking for $6 billion at an $18 billion valuation. That's a lot of capital.But there was even more to chat about, including the EU handing Apple even more bad news in the form of placing iPadOS under its DMA rules that should force third-party app stores on the tablet line in time. And Tesla got some good news in China, though just how impactful it will prove is not 100% certain at this juncture.And to close out, the Times has a fascinating look at pace at which venture capitalists are putting money into AI startups. Given the ability of OpenAI to land big deals with Microsoft money, I wonder if it is enough?Equity is TechCrunch's flagship podcast and posts every Monday, Wednesday and Friday, and you can subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.You also can follow Equity on X and Threads, at @EquityPod.For the full interview transcript, for those who prefer reading over listening, read on, or check out our full archive of episodes over at Simplecast. Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

Big Week - AND HOW! Big Caps BIG - Small Caps Small AAPL declined 3.4% on the week while AMZN jumped 8.0% and META gained 20.5%. Shakeup at Morgan Stanley Banking Sector Fears (NYCB) The latest Closest to The Pin. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up -  Big Week - AND HOW! - Big Caps BIG - Small Caps Small (Regional Bank woes) --- AAPL declined 3.4% on the week while AMZN jumped 8.0% and META gained 20.5%. - Shakeup at Morgan Stanley - Banking Sector Fears (NYCB) - AI induced euphoria - is that a thing? Market intoxicated on it. Market Update - Powell was Hawkish - Markets Didn't Care (past Wednesday) - HUGE Employment Surprise - Market Didn't Care (after 10 minutes) - META/Facebook Earning - Yes Markets cared - all day Friday - Undercurrent of something happening (Region  Bank breakdown - NYCB) - China comes out strong with market supportive measures  - market rallies 5% Employment Report - Much hotter than anticipated - Treasury Yields and the USD spiked - Unemployment rate at 3.7% (expected to tick up to 3.8% - Briefing.com: This report is not likely to persuade the FOMC to cut rates as soon, or as much, as the market had hoped. As a result, the fed funds futures market repriced the probability of a 25-basis points rate cut at the March FOMC meeting to 20.5% (from 38.0% yesterday and 47.6% one week ago) while the probability of a 25-basis points rate cut at the May FOMC meeting has been reduced to 74% (from 93.8% yesterday), according to the CME FedWatch Tool. - markets were a bit flushed on the initial report but tossed it aside and preferred to focus on META earnings Rate Cut Odd for MARCH - As a result of the Fed meeting and employment report, the fed funds futures market repriced the probability of a 25-basis points rate cut at the March FOMC meeting to 20.5% (from 38.0% yesterday and 47.6% one week ago) while the probability of a 25-basis points rate cut at the May FOMC meeting has been reduced to 74% (from 93.8% yesterday), SO REACHING - Chicago Fed President Austan Goolsbee said Friday that while the January job report was impressive on the surface, underlying details were not as strong. - “The headline number was almost breathtaking,” Goolsbee said in an interview on the “PBS NewsHour” program. - “If you peel back the onion a little bit, it's not as strong as that headline number advertises … but it's still very strong,” he said. - In particular, he noted that hours worked fell 0.2% last month despite the jump in net new jobs. Amazon - Blowout - Earnings per share: $1.00 vs. 80 cents expected by LSEG - Revenue: $170 billion vs. $166.2 billion expected - Amazon Web Services: $24.2 billion vs. $24.2 billion, according to StreetAccount - Advertising: $14.7 billion vs. $14.2 billion, according to StreetAccount - Amazon said first-quarter sales will be between $138 billion and $143.5 billion, representing growth of 8% to 13%. Analysts were expecting revenue of $142.1 billion, according to analysts. META - BLOW-OOOUUUUTTTT - Meta Platforms beats by $0.51, beats on revs; guides Q1 revs above consensus; - FY24 total expense guidance unchanged at $94-$99 bln, - CapEx guidance of $30-$37 bln, up $2.0 bln at high end; - They stopped spending on META. - Initiates quarterly dividend of $0.50/share, also announces $50 bln increase to share repurchase program. - Stock up 21% Apple Earnings - headline: Apple beats by $0.08, beats on revs; iPhones and services beat; China revenue declines 13.1%  - Magic words: CEO Tim Cook thinks there is a huge opportunity to for Apple on AI, but he does not want to get ahead of things. - Apple reports Q1 iPhone revenue of $69.

Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple's Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Connect with us in the official 9to5Mac Discord server with forums, chatrooms, and more! New episodes of 9to5Mac Daily are recorded every weekday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories discussed in this episode: Apple posts Q1 2024 earnings results Tim Cook teases Apple AI announcements coming "later this year", amid iOS 18 rumors Apple Vision Pro launch day is here: Follow along Apple Vision Pro demos for walk-in retail customers start today, reservations to begin next week Apple says the EU accounts for just 7% of its global App Store revenue Listen & Subscribe: Apple Podcasts Overcast RSS Spotify TuneIn Google Podcasts Catch up on 9to5Mac Daily episodes! Don't miss out on our other daily podcasts: Quick Charge 9to5Toys Daily Share your thoughts! Drop us a line at happyhour@9to5mac.com. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show. Also, connect with us in the official 9to5Mac Discord server with forums, chatrooms, and more!

- Ahead of Apple Earnings, Analysts Weigh Uncertainties - SCMP Notes Lower Prices for iPhone 15 in China Ahead of 11.11 Sales Day - China Investigates Foxconn as Founder Seeks Taiwanese Presidency  - WSJ Looks at Apple's Reliance on China-Based Luxshare - Apple Opening New Store in China Next Week - YouTube Music Gets Native HomePod Support - Apple Originals “Killers of the Flower Moon” Takes Second Over Opening Weekend - Sponsored by Green Chef: Go to GreenChef.com/60mok and use code 60mok for 60% off plus free shipping - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!