Build or Buy AI? Should Apple Replace Tim Cook? Five Tactical Earnings Trades 7/10/25

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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This episode was published on July 10, 2025.

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