Alan Green joins the Podcast to discuss Apple and Amazon’s earnings, and the US tech sector. We also provide and overview and analysis of Harland & Wolff.
We discuss:
- Apple (NYSE:AAPL))
- Amazon (NYSE:AMZN)
- Harland & Wolff (LON:HARL)
We explore the building disconnect between US tech share prices and the underlying economy, and question where the opportunity is for investors.
Apple announced soggy iPhone sales where as Amazon’s AWS smashed expectations. Alan delves into the numbers and the implications for the wider market.
Harland & Wolff has been busy winning contracts and we look at why the share price isn’t higher.