Uploaded April 2026 | Updated September 2026, 2 weeks ago
This week we are joined by Steven Dickens, CEO and Principal Analyst at Hyperframe Research, to break down everything moving markets, from President Trump's extended ceasefire with Iran and rising oil prices pressuring the Strait of Hormuz, to the most consequential earnings week of the year, with Apple, Alphabet, Microsoft, and Meta all reporting. We also weigh in on the trillion-dollar question: are massive AI infrastructure investments actually delivering returns? Plus, what to watch in Apple's first earnings report post-Tim Cook, what Alphabet's landmark $32 billion acquisition of cloud security firm Wiz signals about Google's strategy, and how Meta is managing antitrust headwinds alongside surging AI costs. Don't miss Big Business This Week, out every Friday on Cheddar's YouTube channel.
0:00 Intro
0:32 Latest on US-Iran ceasefire deal
6:10 Tim Cook's departure from Apple
11:17 Aphabet's largest acquisition ever
Connect with Cheddar!
On Facebook: facebook.com/cheddar
On Instagram: instagram.com/cheddar
On the web: cheddar.com
In your inbox: need2know.cheddar.com/subscribe
This week we are joined by Steven Dickens, CEO and Principal Analyst at Hyperframe Research, to break down everything moving markets, from President Trump's extended ceasefire with Iran and rising oil prices pressuring the Strait of Hormuz, to the most consequential earnings week of the year, with Apple, Alphabet, Microsoft, and Meta all reporting. We also weigh in on the trillion-dollar question: are massive AI infrastructure investments actually delivering returns? Plus, what to watch in Apple's first earnings report post-Tim Cook, what Alphabet's landmark $32 billion acquisition of cloud security firm Wiz signals about Google's strategy, and how Meta is managing antitrust headwinds alongside surging AI costs. Don't miss Big Business This Week, out every Friday on Cheddar's YouTube channel.
0:00 Intro
0:32 Latest on US-Iran ceasefire deal
6:10 Tim Cook's departure from Apple
11:17 Aphabet's largest acquisition ever
Connect with Cheddar!
On Facebook: facebook.com/cheddar
On Instagram: instagram.com/cheddar
On the web: cheddar.com
In your inbox: need2know.cheddar.com/subscribe
