Is Apple a Trillion-Dollar Value?

Is Apple a Trillion-Dollar Value?

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The Consumer Is All Right!

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ...  Show more

Paypal to Stripe: You’re Going to Have to Do Better Than That

Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. ...  Show more

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Apple’s March to $2 Trillion
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Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-b ...

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Apple Abandons the Mass Market, as the iPhone Turns Luxury
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Big companies attract big attention, and none quite as much as Apple. Its quarterly reports have become something of a collective soothsaying moment for stock markets and the tech industry, and so Thursday’s report garnered its usual share of outsized attention. WIRED Opinion Abo ...  Show more

Apple edges toward $4T
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Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due to U.S. government shutdown. (01:23) e.l.f. Beauty (ELF) shares weighed down by rhode's disappointing sales. (02:06)Episode transcr ...  Show more

Deep Dive: Can Apple Survive Trump's 'Liberation Day' Tariffs?
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Apple’s decades-long bet on China is facing its biggest test yet. With Trump’s new “Liberation Day” tariffs targeting global manufacturing hubs, Apple finds itself exposed — and investors are feeling it. This episode unpacks how Tim Cook’s supply chain masterpiece became the c ...

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