Eric Woodring
Head of U.S. tech hardware research at Morgan Stanley and a featured guest analyst discussing Apple, smartphone market trends, and hardware/AI strategy.
Top 3 podcasts with Eric Woodring
Ranked by the Snipd community
10 snips
Mar 31, 2026 • 42min
Closing Bell: Stocks Rally in Final Hour of Trade 3/31/26
Eric Woodring, Morgan Stanley tech hardware lead, offers a quick take on Apple, smartphones and hardware/AI strategy. Bryn Talkington, investment pro and CNBC contributor, provides technical analysis and market-timing perspective. They cover market reactions to Iran ceasefire chatter, oil and strait risks, Apple's resilience and WWDC timing, and the 200-day moving average’s role in judging a sustained rebound.
Jan 30, 2026 • 43min
Closing Bell: A Big Unknown Now Revealed 1/30/26
Eric Woodring, Morgan Stanley Apple analyst, gives first reactions to Apple’s blowout quarter and flags memory-cost uncertainty. Jeremy Siegel, Wharton professor and WisdomTree chief economist, discusses Warsh’s Fed nomination, macro policy implications, AI adoption and market breadth. They cover Fed politics, precious metals moves, tech earnings and the path for stocks in short, punchy conversations.
Nov 14, 2025 • 46min
Closing Bell: 11/14/25
Deirdre Bosa, a savvy CNBC tech reporter, joins Eric Woodring, an equity analyst at Morgan Stanley with a focus on Apple. They discuss the wave of AI anxiety affecting market sentiment, urging a reevaluation of spending and valuations. Eric dives into Apple's significant exposure in China and recent iPhone sales trends, weighing the potential impacts of U.S.-China relations. Additionally, they explore Apple's strategic move into AI and robotics, hinting at a vision for the future as they respond to growing technological demands.
