About this episode
Apple takes center stage after its latest product event. Moor Insights & Strategy’s Patrick Moorhead breaks down the announcements and what they mean for Apple’s competitive position. Alex Kantrowitz weighs Meta’s latest moves around Muse and the company’s broader AI strategy. CrowdStrike CEO George Kurtz discusses the evolving cyber threat landscape live from Communacopia. Neuberger Berman’s Charles Kantor weighs momentum versus quality and where he sees opportunity in the market. Meantime, Mike Ozanian breaks down soaring NFL franchise valuations and the economics driving professional sports higher.
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