A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. Bill Mann and Jason Moser discuss Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon, and why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. Then, 19 minutes in, Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry. Finally, 36 minutes in, Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy. Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Ryan Henderson
