Today’s episode focuses on Apple’s exceptional start to fiscal 2026 and what it reveals about the company’s long-term strategy in hardware, services, and artificial intelligence. Alex and Morgan break down the numbers behind Apple’s record quarter and explore how a major acquisition signals the next phase of wearable AI.

Apple reported $143.8 billion in revenue for Q1 2026, the strongest quarter in the company’s history. The results were driven largely by overwhelming demand for the iPhone 17, with Greater China sales jumping 38% year over year. The hosts discuss how Apple benefited from a wave of device upgrades and platform switching in the region, defying broader concerns about slowing global smartphone demand.

Beyond hardware, Apple’s Services business surpassed $30 billio ...