Tech Earnings: Apple, Amazon, CapEx

This is a news story, published by MSN, that relates primarily to CapEx news.

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Apple Intelligence

CNBC

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Focus will be what Apple intelligence could mean for iPhone 16, says Evercore ISI's Amit Daryanani

Summary

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70% Informative

Investors again are focused on CapEx spending as the massive price tag for their AI build out is expected to offer little payout in the near term.

Apple 's CapEx numbers at Apple are minimal, couple billion dollars really incrementally compared to what you're seeing some of the other companies in there.

Steve off CIO of equities at Federated Hermes just made some AI adjustments to his portfolio.

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