Jean, great to have you with us. And you've been on both of the calls. I don't know how you do it.Um, but from Apple specifically, you're saying that they're they're being a lot more specific about things, which is a good sign. >> Yeah, Melissa, if you we go back to 2019, that's the last time they would give like really detailed iPhone guidance. And then, of course, during the pandemic, they pulled that and then they kind of started to slowly give more guidance uh but that not to the product level detail.An ...

And Mayor Larry, I'd love to kind of hear your thoughts about some of the tech heavyweights that came to San Francisco's defense last week. You know, we heard Sam Alman, Jensen Wong, Mark Beni off reverse his stance. Now you have the national spotlight and attention on the city.How do you build on that momentum. And is there pressure to make sure that this really goes right. >> Well, there's pressure every day uh to deliver clean and safe streets.So, I I feel that pre I felt that pressure in January. I feel ...

uh guy finally uh it beat expectations on AWS >> and and good for them and I'm looking at this remember there were days when we used to do the show where operating margins for Amazon were 3 4%. >> 12% operating margin so they're obviously doing things the right way and it's deserved of even this valuation which is not ridiculous. So this move to me makes sense.I don't know how Carter feels technically but you're through those prior highs. I think this stock can continue to go higher in the back of this quar ...

Overall, there's not a lot to pick at in terms of the quarter guy, but when Tim Cook is smiling talking about the results, I know that it irks you to go to you and ask. >> I'm smoking ear to ear, baby. Smiling ear to ear.>> If you wanted to to say, "Hey, but wait." >> I'll give you a few. Hey, but waits. >> Now, people will say the numbers are astronomical.We'd never dismiss the numbers. They are $102 billion, record quarter in revenue. Absolutely.If you look at their services now, 27% of overall revenue, t ...

Joining me now here on set in [music] an exclusive interview is David Sul, CEO of Solstice Advanced Materials. David, welcome. Um, defense, chips, and nuclear.Why should I believe that these pretty hot areas are are spaces where you can grow. >> Well, John, first off, thanks for having us. It's it's a great day to go public on on our own from Honeywell, but these are really the inflection point of some great grow uh growth trends.uh nuclear power expected to grow three to 400% over the next 25 years. Solsti ...

Steve Kovac, what do the Apple numbers look like. >> Yeah, John, we got beats on the top and bottom lines here. Let me go through.There's a lot to unpack here as we see the stock down about 3% on first blush. EPS was a beat 185 compared to $1.77% expected. Revenue, a small beat here, 102.47% billion.Street wanted to see 102.24%. Now, iPhone revenues, it was a miss. That might be why we're seeing some negative reaction here, but sales were still up 6% year-on-year.They came in at 49.03% billion. Street was l ...

Let's get another check on Amazon. Those shares still surging up almost 9% after a beat on the top and bottom lines. Amazon Web Services, the cloud unit for Q3 revenue jumped 20%.Joining me now is Rohit Kalc Carney from Roth MKM. Roit uh $33 billion here in AWS revenue and um you know operating income for uh AWS looking pretty solid considering the layoffs that they're planning as well. Is this what the street is excited about here.>> Yeah, I think the the magic number is 20% year-on-year growth. uh that's ...

on pivoting away from Reddit. Shares down about 3%. Now, I just want to hit some news on Netflix.Netflix just announcing a 10 for one stock split. Um that will be affected through an amendment to the company's um certificate of incorporation and that is uh set to be as of the close of trading on Monday, November 10th. We see Netflix shares up about 2 and a half% on this. ...

with those results. Sure. >> Credit beating on the top and bottom lines.Earnings of 80 cents per share, far ahead of expectations of 51 cents per share. Revenues of $585 million ahead of estimates of 546 million. The company also guiding to Q4 revenue and Ebida in ranges ahead of analyst expectations.I just spoke with CEO Steve Huffman, who told me that Reddit's ad business continues to outpace its peers with 74% year-over-year growth and 75% growth in total advertiser count. He said AI is helping across th ...

Robert Duran of BD8 Capital Partners and Kevin Gordon, head of macro research at Schwab Center for Financial Research. Guys, welcome Kevin. Uh, let's put this in the context of Amazon.We saw some mixed reaction to the results from the big names yesterday. This is a big reaction on Amazon, which disappointed a quarter ago with that 17% AWS growth. I'm looking here and uh the guide for operating income for Q4 is also uh between 21 and 26 billion dollars.That means the low end of this range is where they were ...