Is Apple Losing Its Memory?

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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