Build or Buy AI? Should Apple Replace Tim Cook? Five Tactical Earnings Trades 7/10/25
About this episode
It’s proving to be one of the biggest decisions for mega cap tach companies… build or buy their AI? A closer look at the strategies taking shape and the billions of dollars on the line. Then one Wall Street firm calling for Apple to replace CEO Tim Cook amid a lackluster AI rollout and lagging iPhone sales. That debate and a look at Tim Cook’s tenure. Plus Evercore ISI putting out five tactical trades ahead of earnings season. The names they say to buy and sell.
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