Rick Munarriz

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

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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.

And you mentioned the whole upgrade saga with the iPhones.

Like back to fiscal 2021, we had this cool three-year cycle where every three years you'd have double-digit growth when Apple would put out a revolutionary iPhone release.

Then it'd be single-digit positive or negative growth in the next years.

But then we'd be back to double-digit growth, revolutionary.