The iPhone 17 is coming, and Oracle is the new hot name in artificial intelligence.

Motley Fool Money starts now.

Welcome to Motley Fool Money. I'm Travis Hoyum, joined today by Lou Whiteman and Rachel Warren.

And we're going to get to the big news of the day. That is Apple announcing new iPhone 17, new watches, new AirPods that can do translation in line. That's a pretty cool new feature if you're traveling.

Tim Kluck used a lot of superlatives that you would

have thought this was a 2009, 2010 iPhone launch. But are these products ultimately a needle mover

for Apple Lou? Because Apple's kind of in an interesting spot where they have reached maturity.

The revenue is actually down from its peak in, I believe it was 2021. Some of these products are not really spurring that upgrade cycle that they would like. So does this do anything to help them? So the definition of needle mover, the stock is down today. So I would say, no, it's not, right? So at least not for one day. And look, this is a mature business, Travis. It struck me when you said the iPhone 17,

because gosh, we've done 17s. It's almost getting like Super Bowls. It's like, are we still going to do this at some point? And I think they're still counting those at least almost in order. Yeah, order-ish, right. But look, it's a mature business. The design and engineering is impressive. So if I'm curious, guys, I don't know if I'd want that slim iPhone.

I don't know if you would, but that just looks like something that would snap in your pocket.

But it's cool. engineering is impressive. I'm curious, guys. I don't know if I'd want that slim iPhone. I don't know if you would, but that just looks like something that would snap in your pocket.

If it didn't have the bump, the massive camera bump, I would be totally interested in.

But I think what you said is interesting is that presentation was an engineering presentation.

Yeah. That was not really a product presentation. And that is just a huge change from 15 years ago

when these were kind of must-see TV.

And we've moved past the days where people are going to see

just shiny new bells and whistles and say, yeah,

I need to spend another $800 or a lot more every year.

The design days are over until they get some next big thing.

It's all about software.

And again, we knew this going in, but it's all about AI is the next big thing

in terms of to drive a refresh cycle until Apple can deliver on that

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