It's the Big Tech Earnings Game! AAPL, META, MSFT

The podcast focuses on upcoming earnings reports from major tech companies—Apple, META, and Microsoft—and the broader trend of increasing capital expenditures in AI. It highlights projections showing significant increases in AI-related spending for Alphabet, Amazon, META, and Microsoft in 2024-2026, while Apple's investment is more modest. The conversation covers expectations for Apple's iPhone 17 performance, META's ad revenue and Metaverse losses, and Microsoft's Azure cloud services growth. Both hosts predict a "beat and raise" for Apple, a "beat" but no raise for META, and a potential "miss" for Microsoft, citing analyst concerns and recent price target reductions.