Apple's earnings are all about the iPhone 17, says Intelligent Alpha's Doug Clinton

Doug, um, how are you thinking about this. Obviously, there's always going to be give and take in the reactions, but talk a little bit about Amazon in particular and its spot within this full AI boom. >> Yeah, Mike, we actually have not owned Amazon at Intelligent Alpha.Our models, we use AI to do our our stock picks. Our models haven't liked Amazon, and it's been right. It's been the worst performer of the Mag 7 year to date.And I think the primary concern is that question around AWS. We just saw an incred ...