Apple did nothing on AI and became the only place to hide
Summary
David Wagner, Head of Equity and Portfolio Manager at Aptus Capital Advisors, calls Apple a toll road and says the toll is getting expensive. Paisley Nardini, Chief Investment Strategist at Tema ETFs, argues the market stopped rewarding AI spending and started discounting it, which is how the company with no capital outlay became the place to hide. Dan DeFrancesco, Executive Editor at Business Insider, is unconvinced and wants to know what Apple did with its lead. Nate Wolf of Barron's on Alex Karp. Turney Duff hosts. Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance. Timestamps…
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