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Peter Boockvar: The AI Semi Trade is Nearing an Absolute Exhaustion Point

Dan Nathan and Peter Boockvar discuss a narrow, under-the-hood stock market rally driven largely by AI beneficiaries—especially semiconductors and data-center hardware—while hyperscalers lag as they turn asset-heavy and free cash flow falls. They note extreme momentum in semis (r ... Show more

. 38min 8sec

Dan Ives on Tim Cook's Surprise Departure & Apple's Ticking AI Time Bomb

Dan Nathan interviews Wedbush's Dan Ives on “Okay, Computer.” about Tim Cook unexpectedly stepping down as Apple CEO (remaining chairman) ahead of WWDC, Apple’s still-unclear AI strategy, and why Apple’s installed base could make it a key “toll collector” for consumer AI via edge ... Show more

. 58min 22sec

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