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Is Apple Losing Its Memory? episode artwork

Nov 3, 2026 23 min

Is Apple Losing Its Memory?

from Motley Fool Hidden Gems Investing Hosted by The Motley Fool

This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what to do with all that extra cash. Matt, Lou, and Tyler take a look at Apple’s earnings under new leadership and speculate what they should do with that excess cash. Plus, Shopify and Palantir’s earnings misses, SpaceX acquisition rumors, and a shakeup among oil refineries. Have a question? Email us; [email protected] Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - Apple’s same old earnings and supply chain challenges. - What should Apple do with its massive cash pile - Palantir’s earnings & how much more government work it can get. - Shopify’s less than perfect earnings - SpaceX rumors to do “something” with Boost Mobile - Carl Icahn’s CVR Energy Buys Refineries for $4 billion Companies discussed: AAPL, BRK.B, MU, NVDA, SHOP, PLTR, SPCX, CVI, MPC Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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Is Apple Losing Its Memory?

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