There Will be Layoffs at Apple, Forte Says`

The video discusses the current state of big tech companies, focusing on earnings reports, layoffs, and their impact on stock prices. It highlights the challenges these companies face in maintaining growth and profitability amid structural shifts in the industry. The discussion also covers the business and consumer sides of tech, with a particular focus on cloud computing and digital advertising. The video concludes with an analysis of the valuation challenges for big tech companies like Amazon and Apple.

What structural shifts are occurring in the tech industry that may affect future performance?

Discuss the potential long-term challenges for Amazon in maintaining its market position.