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Build or Buy AI? Should Apple Replace Tim Cook? Five Tactical Earnings Trades 7/10/25
Manage episode 493716133 series 3633837
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
It’s proving to be one of the biggest decisions for mega cap tach companies… build or buy their AI? A closer look at the strategies taking shape and the billions of dollars on the line. Then one Wall Street firm calling for Apple to replace CEO Tim Cook amid a lackluster AI rollout and lagging iPhone sales. That debate and a look at Tim Cook’s tenure. Plus Evercore ISI putting out five tactical trades ahead of earnings season. The names they say to buy and sell.
407 episodes
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Manage episode 493716133 series 3633837
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
It’s proving to be one of the biggest decisions for mega cap tach companies… build or buy their AI? A closer look at the strategies taking shape and the billions of dollars on the line. Then one Wall Street firm calling for Apple to replace CEO Tim Cook amid a lackluster AI rollout and lagging iPhone sales. That debate and a look at Tim Cook’s tenure. Plus Evercore ISI putting out five tactical trades ahead of earnings season. The names they say to buy and sell.
407 episodes
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Similar to CNBC’s “Money Movers”
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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