The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype
From Motley Fool Hidden Gems Investing by The Motley Fool
April 24, 2026 · 42 min
About this episode
The episode discusses the influence of AI on the market, the Jobs/Cook era at Apple, and the current state of Intel and SaaS companies.
AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse. Travis Hoium, Lou Whitemand, and Jason Moser discuss: - The Jobs/Cook era at Apple - Intel & AI - SaaSpocalype 3.0 - Value or falling knife stocks Companies discussed: Adobe (ADBE), Salesforce (CRM), Palantir (PLTR), The Trade Desk (TTD), Apple (AAPL), Servicenow (NOW), Southwest Airlines (LUV), Alphabet (GOOG). Host: Travis Hoium Guests: Lou Whitemand, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax…
People in this episode
Host: Travis Hoium
Guests: Lou Whitemand, Jason Moser
Topics covered
- AI impact on market
- Jobs/Cook era at Apple
- Intel's chip demand
- SaaSpocalypse
- stock market analysis
Keywords
- AI
- Apple
- Intel
- SaaSpocalypse
- stock market
- chips
- investing
- technology
Mentioned in this episode
Organizations: Apple, Intel, Adobe, Salesforce, Palantir, The Trade Desk, Servicenow, Southwest Airlines, Alphabet
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