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.
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Show Notes
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
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