Dana Wallman

So, what will Rachel Reeves' pivotal new budget mean for you?

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And that has certain ramifications.

Yes, absolutely.

And this comes on the heels of Apple introducing the iPhone Air, which Mark Gurman said in his newsletter really feels like a test case for something even more ambitious, which would be Apple's upcoming foldable phone.

Yes, and certainly I have a very U.S.-centric point of view.

So here in the U.S., those would be Apple's biggest competitors on the smartphone front.

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Yeah, so...

We've really switched from a CapEx discussion back to an ROI, return on investment discussion.

And traders are really looking for that ROI.

They want to see that all of the spending on AI is paying off and that it's really making a difference to companies, either top line or bottom line.