About this episode

The episode discusses the market outlook with a focus on Big Tech, particularly Apple's performance and future opportunities in AI and semiconductors.

Michael Kantrowitz of Piper Sandler assesses the broader market outlook and where he sees the next opportunities. Apple climbs to new highs as investors look beyond China concerns and focus on AI. Our Mackenzie Sigalos examines Apple's latest moves and the competitive landscape in China. Our Morgan Brennan brings exclusive comments from Arm CEO Rene Haas, offering insight into the future of AI, semiconductors and global chip demand. Matt Hougan, CIO of Bitwise, explains how tokenized stocks and Treasuries could reshape financial markets and what the next phase of crypto adoption may look like. Jason Helfstein of Oppenheimer previews Netflix earnings.

People in this episode

Guests: Michael Kantrowitz, Mackenzie Sigalos, Morgan Brennan, Rene Haas, Matt Hougan, Jason Helfstein

Topics covered

• market outlook
• AI
• semiconductors
• crypto adoption
• Big Tech
• Apple
• Netflix earnings

Keywords

• market outlook
• Apple
• AI
• semiconductors
• crypto
• Netflix
• investors

Mentioned in this episode

Organizations: Piper Sandler, Arm, Bitwise, Oppenheimer

Products: Apple, Netflix

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