Apple Earnings; Apple, Tencent, and China; iPad Pro Reviews

Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.

Apple Should No Longer Buy Netflix, Snap Earnings, Tencent Buys 12% of Snap

Circumstances — and outlooks — have changed from a year ago, which is why I don’t think Apple should buy Netflix. Then, Snap’s earnings are a reminder of why the company shouldn’t have gone public, but Tencent throws a lifeline.