Is Apple Losing Its Memory?
Notas del episodio
This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what to do with all that extra cash. Matt, Lou, and Tyler take a look at Apple’s earnings under new leadership and speculate what they should do with that excess cash. Plus, Shopify and Palantir’s earnings misses, SpaceX acquisition rumors, and a shakeup among oil refineries.
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Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:
- Apple’s same old earnings and supply chain challenges.
- What should Apple do with its massive cash pile
- Palantir’s earnings & how much more government work it can get.
- Shopify’s less than perfect earnings
- SpaceX rumors to do “something” with Boost Mobile
- Carl Icahn’s CVR Energy Buys Refineries for $4 billion
Companies discussed: AAPL, BRK.B, MU, NVDA, SHOP, PLTR, SPCX, CVI, MPC
Host: Tyler Crowe
Guests: Matt Frankel, Lou Whiteman
Engineer: Dan Boyd
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