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Apple’s “Glowtime” Event, AI Ambitions

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 9 September 2024

⏱️ 31 minutes

🧾️ Download transcript

Summary

Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going? (00:21) Jason Moser and Dylan Lewis discuss: - Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions. - The latest anti-trust case against Google and why Meta and Apple should probably be paying attention. - Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value. (14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth. Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS Host: Dylan Lewis Guests: Jason Moser, Ricky Muley, Tom Shea Producer: Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

This week Big Tech takes center stage for good and bad reasons.

0:09.0

Botley Full Money starts now. I'm Dylan Lewis and I'm joined over the airwaves by Motley Full Analysts

0:24.0

Jason Moser.

0:25.0

Jason, thanks for joining me.

0:26.0

Yes, sir, thanks for having me.

0:28.0

We got a fun one today.

0:29.0

We got Google catching a little bit more regulator attention.

0:32.0

We've got a look at a fresh IPO coming up

0:34.0

later in the show and we've got a preview of this week's Apple event. Why don't we kick off

0:38.6

there? We're taping ahead of the annual iPhone event. This year it has been called glow time. What do you think of that

0:44.1

branding there? That's an interesting one. I'm not really sure exactly what to make

0:48.9

of it but I like that they're always trying to you know tweak little bit, make it unique and a little bit different.

0:56.4

So hey, listen, I mean, Apple is one of the, it's one of the more important companies in not only our universe, but really I would say the universe so you know hey

1:06.0

listen innovation is innovation right I love seeing a little pageantry from them yeah

1:10.4

yeah this time around we are expecting to see an update to their iPhone line.

1:15.0

The company is expected to launch its iPhone 16, also show off its newest Apple watch.

1:20.2

Probably also going to be seeing some AI updates related to Apple Intelligence.

1:25.2

What are you zooming in on here?

1:26.4

What are you focused on with this Apple event?

1:28.8

Well, I think it's safe to say Apple is still very much a phone company right I mean that that it

1:34.8

obviously they do a lot of things very well but I mean the phone is really the

1:38.7

the lion's share of the business still and so that I think is what more people are going to be focused on and rightly. So in a lot of this, it really starts to boil down to that AI narrative, right? I mean, we've been talking about artificial intelligence

...

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