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Why Apple Is Beating the AI Selloff in June 2026
While tech giants like Microsoft, Amazon, and Nvidia have dropped 5-10% this week, Apple's stock has held nearly flat. Lucas and Luna dig into why: Apple's capital return program, its insulation from the AI capex cycle, and its Services revenue stream. They also look at how Berkshire's recent buying spree in financials is a bet on a different kind of growth, and what a hot jobs report and Fed pause mean for value vs. growth in a 5000-point NASDAQ correction. Plus, a brief note on how the show stays ad-free.
#Apple #StockPicking #Finance #Business #Investing #BerkshireHathaway…
The skinny
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