01/05/2024: Two worlds collide next week, SEC says nope to Apple and Disney, Foxconn slows down a bit, Apple supplies spend big to leave China, Microsoft may recapture most valued tech company prize, and a new company hopes you have fond memories of BlackBerry typing

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• (00:00) - 01 - Intro
• (00:15) - 02 - EU vs Big Tech away game
• (01:07) - 03 - SEC denies ban on AI inquiries
• (02:26) - 04 - QN: Analysts get this wrong every year
• (03:44) - 05 - QN: Movin' out (of China)
• (04:25) - 06 - OTN: Microsoft gains value
• (06:14) - 07 - Clicks -- of death?
• (07:37) - 08 - Outro

Links from the show

EU antitrust chief to meet with Tim Cook to discuss fines and regulation
SEC denies Apple's bid to stop shareholders questioning its use of AI
Foxconn expects Q1 revenue drop as iPhone demand falls
Apple's suppliers have so far spent $16 billion to move from China
Microsoft poised to overtake Apple as most valuable company
Clicks brings a physical keyboard to your iPhone


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