Rick Munarriz

They've never been about the spec wars, but I think this is probably the year, especially now with having success with the iPhone 17, off to a strong start, they're gonna finally come through with what they've been promising for about two years now, and that's make it AI-centric.

But Hamid, I have another question here.

And then basically we're talking about these five big tech companies are spending a lot of money on CapEx.

Do you think that this will continue to be a big tech game or is there a market for other companies to come in?

At least in just to spend more, like as far as percentage of spending on AI, how do you think this is gonna go?

Tapio has been looking for a share key for 23 minutes.

Completely undetected.

Wake up, it's earnings season.

So earnings season picked up a couple of weeks ago, actually about a week and a half ago.

And while it was just the financial companies that first reported, now we're getting to the meat of the matter, the market moving companies.

Some of the most valuable tech companies in the planet are reporting this week.

We have Apple, we have Meta, we have Microsoft.

Sam Mead, let's start with Apple here.

They're reporting their fiscal first quarter reports.

And again, the iPhone 17 came out in September, mid-September in most of the country, then the final week of September in another 22 different countries.

But clearly, that fiscal fourth quarter wasn't the quarter.

This is the quarter, the first full three months of Apple 17.

It's supposed to be a strong quarter.

What are your thoughts looking into this Apple report that we're about to get in a couple of days?

Yeah.