Apple did nothing on AI and became the only place to hide | Market Hang

David Wagner, Head of Equity and Portfolio Manager at Aptus Capital Advisors, calls Apple a toll road and says the toll is getting expensive. Paisley Nardini, Chief Investment Strategist at Tema ETFs, argues the market stopped rewarding AI spending and started discounting it, which is how the company with no capital outlay became the place to hide. Dan DeFrancesco, Executive Editor at Business Insider, is unconvinced and wants to know what Apple did with its lead. Nate Wolf of Barron's on Alex Karp. Turney Duff hosts. Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance. Timestamps 0:34 Apple is a toll road, and the toll is getting expensive 3:10 Did they punt on AI, or are they slow playing it 8:08 A pop quiz, and where Apple has to make up ground 13:00 Red flag or green flag on the quarter 16:31 What Alex Karp did not address on the earnings call 18:45 The Magnificent Seven slows down, the other 493 speed up 23:30 Fundamentals matter again for the first time in years 25:28 Robotics is further out than it looks 32:53 Do doom headlines actually get more clicks 37:19 AI is reading how you work, and reporting on it 47:14 Layoffs used to be bad news for a stock 51:21 Why a company would rather blame AI than the balance sheet #AppleStock #AIStocks #Layoffs #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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