Big Tech: AI, Devices, and Dividends

Big Tech: AI, Devices, and Dividends

A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. (19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry.. (35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy. Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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What Alphabet’s Stock Drop Tells Us About the Market Today

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24 Juli 40min

Mag 7 Starts Burning Cash (for Real)

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Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that sp...

23 Juli 24min

Alphabet’s New Model & Novo’s Lawsuit

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A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli ...

22 Juli 19min

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Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong i...

21 Juli 23min

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