State of the AI Trade 5/8/26

Scott Wapner and the Investment Committee debate whether AI stocks can carry the market and how you should position yourself in this environment. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Devon Energy in his "Best Stocks in the Marke ...  Show more

Scott Wapner and the Investment Committee debate the surge in stocks as hopes for an Iran deal grows. They detail their next steps. Plus, the Committee share their latest portfolio moves. And later, Josh Brown calls in with an update on Flex in his "Best Stocks in the Market." Ho ...  Show more

Bloomberg's Caroline Hyde discusses the latest from Apple as the company's annual developer conference kicks off in Cupertino, California. Plus, conversations with DreamWorks Founder Jeffrey Katzenberg and MoviePass Co-Founder Hamet Watt.  See omnystudio.com/listener for privacy ...  Show more

Apple is at a turning point. It ascended from a scrappy tech underdog to the most valuable company in the world through selling devices like iPhones, Macs and Apple watches. But now, a significant portion of its revenue comes from digital services. On today’s Big Take podcast, Bl ...  Show more

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple's software and AI goals as the company kicks off its annual Developers Conference in Cupertino. Plus, AI and tariffs top the agenda for China-US trade talks as discussions get underway in London. And, Warner Brothers Discovery ...  Show more

Apple has sent out invitations for its next big event on September 12, 2018 at 10 AM PST. Here's what we can expect and what it's like to cover Apple's big day in the spotlight.See the invitation here:<a href="https://twitter.com/richdemuro/status/1035198224867315712See" target=" ...  Show more