Aug. 7, 2025

Apple Pours Another $100B into US & Disney’s Deals to Dominate Streaming

Apple soothes the White House & Disney goes hard in the paint

Episode 643: Neal and Toby chat about Apple’s fresh $100B investment in US manufacturing amid threatening tariffs. Then, Disney has been on a tear of major deals to bolster its streaming slate. Plus, McDonald’s bounces back with a positive quarter but the cloud of economic anxiety still hangs around. Meanwhile, Neal shares numbers on Las Vegas, Gen Z remote work, and the German train system. 

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