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Stories discussed in this episode:

  • Apple reports Q3 2026 earnings: $109.4 billion in revenue, up 16%
  • Apple stock opens down roughly 10% following mixed Q3 2026 results
  • Apple warns supply constraints will increase ‘significantly’ next quarter
  • Tim Cook marks final earnings call as Apple CEO, confirms Ternus will take over calls
  • App Store regulatory changes are beginning to affect Apples Services growth
  • Apple’s latest acquisition makes a lot of sense for product roadmap

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