Closing Bell Overtime: Big Day for Apple, Ternus 9/9/26

About this episode

The episode discusses Apple's latest product announcements and their implications, alongside insights into AI strategies, cybersecurity threats, and sports franchise valuations.

Apple takes center stage after its latest product event. Moor Insights & Strategy’s Patrick Moorhead breaks down the announcements and what they mean for Apple’s competitive position. Alex Kantrowitz weighs Meta’s latest moves around Muse and the company’s broader AI strategy. CrowdStrike CEO George Kurtz discusses the evolving cyber threat landscape live from Communacopia. Neuberger Berman’s Charles Kantor weighs momentum versus quality and where he sees opportunity in the market. Meantime, Mike Ozanian breaks down soaring NFL franchise valuations and the economics driving professional sports higher.

People in this episode

Guests: Patrick Moorhead, Alex Kantrowitz, George Kurtz, Charles Kantor, Mike Ozanian

Topics covered

• Apple product announcements
• AI strategy
• cybersecurity
• sports economics
• market analysis

Keywords

• Apple
• Meta
• CrowdStrike
• cybersecurity
• NFL
• market opportunities
• AI strategy
• product event

Mentioned in this episode

Organizations: Apple, Meta, CrowdStrike, Neuberger Berman, NFL

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