Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Ed Ludlow, Bloomberg Tech co-host
• Anurag Rana, Bloomberg Intelligence Senior Technology Analyst
• Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech