Closing Bell Overtime: Apple Earnings & Tale of Two Megacaps; Plus, Commodities Roller Coaster Rolls On 1/29/26
Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights.
January 29, 2026
42 min
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2,101 of 2,295
January 29, 2026
Closing Bell Overtime: Apple Earnings & Tale of Two Megacaps; Plus, Commodities Roller Coaster Rolls On 1/29/26
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42:43This episodeClosing Bell Overtime: Apple Earnings & Tale of Two Megacaps; Plus, Commodities Roller Coaster Rolls On 1/29/26
Summary
Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights.
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