About this episode

The episode features a discussion on Apple's earnings and its implications for the tech market, with insights from various industry experts.

A critical round of earnings led by Apple—we bring you the numbers and instant analysis with Maxim Group’s Tom Forte and Bernstein’s Mark Newman. Venu Krishna, Head of U.S. Equity Strategy at Barclays, assesses the market backdrop and what this earnings cycle means for stocks. Memory names report earnings too. Amit Daryanani of Evercore reacts to developments across the space and what they signal for demand tied to AI and data infrastructure. Atlassian CEO Mike Cannon-Brookes joins the show to discuss growth, enterprise demand and the evolving software landscape.

People in this episode

Guests: Tom Forte, Mark Newman, Venu Krishna, Amit Daryanani, Mike Cannon-Brookes

Topics covered

• Apple earnings
• market analysis
• tech industry
• AI demand
• software landscape

Keywords

• Apple
• earnings
• market analysis
• AI
• software

Mentioned in this episode

Organizations: Maxim Group, Bernstein, Barclays, Evercore, Atlassian

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