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Big Tech: AI, Devices, and Dividends
40 minutes Posted Feb 2, 2024 at 9:00 pm.
A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.
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.
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..
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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, ETSYHost: Dylan LewisGuests: Tim Beyers, Mary Long, Ryan HendersonEngineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices