Why Apple Might Be a Bigger AI Story Than Meta

Welcome to Great Quarter Guys, an all-new Compound show where we dive deep into quarterly earnings! On this episode, Josh Brown, Michael Batnick, Alex Kantrowitz, and Dan Ives discuss:

► 00:00 - Intro

► 03:30 - Tesla

► 13:09 - Alphabet

► 23:26 - Microsoft

► 31:55 - Meta

► 38:40 - Apple

► 44:39 - Amazon

For more from Dan

For more from Alex

Thanks for watching, let us know your thoughts in the comments!

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The views and opinions expressed in this broadcast are those of the panelists and do not reflect the views of Ritholtz Wealth Management, LLC. Examples of analysis performed within this broadcast are only examples. Assumptions made within the analysis are not reflective of the position of Ritholtz Wealth Management, LLC. Hosts and panelists may maintain personal holdings in the securities discussed in this video. The information discussed should not be relied upon as a recommendation to buy or sell any of the securities discussed. Investing involves risk and possible loss of principal.

Why is the show called“Great Quarter, guys!” and where did this term come from? The earnings conference call is a routine of Corporate America. Companies post financial results and financial analysts dial into the conference call. The words “great quarter” are mentioned during earnings season calls by Corporate Executives and Analysts and are often used despite negative financial outcomes. “Great Quarter, guys!” is a series of quarterly episodes reacting to “tech earnings week”. This show discusses opinions, both positive and negative, of quarterly earnings calls.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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