Ep 184: Apple x AI

What’s going on? Apple made plans to integrate Google’s Gemini AI engine into its smartphones. What does this mean? Investors have long been hoping for an AI breakthrough from Apple, and it’s now considering fitting out iPhones with Gemini. Given that AAPL’s down >6% this year, its worst performance against the Nasdaq 100 index in…

Ep 182: Tik Tok Toe

What’s going on? The US House just passed the bill that would force ByteDance to ban or sell Tiktok’s US arm. What does this mean? To finally be executed, the bill will have to be approved by The Senate and afterward, the President, but everything seems imminent) Microsoft and Oracle already started looking into (acquiring)…

Ep 181: Pinterest’s sad 2Q but promising future ahead

What’s going on? Pinterest reported disappointing 2Q results. What does this mean? Pinterest’s revenue and profit missed forecasts, and why it gave a worse-than-expected revenue outlook for this quarter too. Pinterest lost 5% of its monthly active users yoy in 2Q 2022, accumulated by accelerating competition from TikTok, and a traffic-disrupting change in Google’s search algorithm. Advertisers…

Ep 113: U Up?

What’s Going On Here? Facebook reported higher-than-expected first-quarter revenue. What Does This Mean? With the world forced to stay home, there wasn’t much else to do but scroll through Facebook and watch Instagram Live’s quarantine concerts. That helped the tech giant clock 10% more monthly active users. Still, it hadn’t factored in just how much…