Don Nesbitt talks about how Apple (AAPL) faces a critical earnings test as investors weigh the growth of its high-margin services segment against the hardware dominance of the iPhone. While Western Digital (WDC) and other suppliers benefit from data center demand, Apple must navigate these input costs alongside a complex regulatory environment. The discussion also focuses on the company’s competitive standing against Huawei in China and the potential impact of tariffs on the bottom line. Don examines how the relationship between CEO Tim Cook and the Trump administration might mitigate trade headwinds in the U.S. market.