Apple Rethinks the iPhone

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 16 December 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey discuss: - Microstrategy’s entrance into the NASDAQ 100. - How Apple is trying to kickstart growth. - A burgeoning competitor to Uber and Lyft. Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon. Sign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.html Companies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Anthony Schiavone Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What's it going to take for you to buy a new iPhone? You're listening to Motley Full Money.
0:13.6	I'm Ricky Mulvey, joined today by someone who has a salesperson texting him to purchase a broach.
0:21.9	Really enjoy our pre-recordings before the recordings.
0:24.0	It's Asset Sharma.
0:24.8	Thanks for being here, man.
0:26.5	Ricky, it's so much fun to be here and to take my mind otherwise off of Monday morning.
0:31.4	We got a lot to talk to, Asset.
0:32.9	I'm paying attention.
0:34.4	First up, welcome to the NASDAQ 100 to micro strategy. The former enterprise
0:40.3	software company turned Bitcoin holding company, has gained mainstream acceptance by the index.
0:47.3	This is something that a lot of investors thought this company was going to blow up.
0:52.3	Myself included thought that there was a lot of risk in terms of putting the amount of Bitcoin this company was going to blow up, myself included, thought that there was a lot
0:54.3	of risk in terms of putting the amount of Bitcoin this company put onto its balance sheet.
0:59.8	And now it is in the mainstream NASDAQ.
1:02.4	Asit, help me make sense of this news.
1:04.3	What do you make of this holding company being added to the index?
1:07.0	Well, you know, I look over at the S&P 500, Ricky, and they do have at least one minor, I think, still in the index. Well, you know, I look over at the S&P 500, Ricky, and they do have at least one minor,
1:13.5	I think still in the index, one gold miner. That's a proxy for the price and value of gold.
1:19.5	So if you use that logic over here on the NASDAQ side, maybe it makes some sense.
1:24.0	Now, technically, the NASDAQ 100 is supposed to focus on non-financial instruments.
1:30.2	And micro strategy gets a little bit of a pass because it actually has a small operating
1:36.1	business within it. But this is actually adding a financial company to the NASDAQ 100.
	...

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