Midterm Ads Fuel Fox Corp & Pricey Memory Pressures Apple’s Core
Shownotes
Episode 305: Today, John and Kaila discuss how the midterms and World Cup boosted Fox’s quarter – and whether that momentum can last. Then, we unpack the market reaction to Apple’s earnings and how the AI boom is squeezing the iPhone maker’s margins. Also, we dive into Shopify’s quarterly results, its preparations for holiday season and what AI shopping agents could mean for its business. Finally, we round up the latest earnings from Ferrari, Pfizer, Yum! Brands and Palantir.
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