About this episode
In this clip from Market Mondays, hosts Troy Millings, Rashad Bilal, and Ian Dunlap tackle the burning question on every tech investor’s mind: Is it time to sell Apple stock? With Apple’s latest WWDC leaving many underwhelmed and AI innovation seemingly lagging behind major competitors like Microsoft, OpenAI, Google, and Meta, the crew dives deep into what's next for one of the world’s most valuable companies. Ian Dunlap doesn’t pull any punches, calling this year’s WWDC the “most disappointing in the last 15 years” and sets a bold ultimatum—if Apple doesn’t deliver significant AI development by 2026, he’ll recommend liquidating all Apple positions. With Apple three months in the red and missing key opportunities in the AI race, the discussion turns to real concerns about their innovation culture and leadership under Tim Cook. The hosts debate whether Apple’s rumored features like “liquid glass” are true innovation or just signs that they’re out of touch with the current tech landscape. Is Apple’s massive $130 billion cash reserve enough to let them play catch-up, or has leadership missed too many strategic chances? The conversation gets candid about how the company missed out on big partnerships and acquisitions—including possibilities with OpenAI and DJI. Troy and Rashad bring counterpoints, questioning if Apple’s war chest could still secure its spot in AI’s future, or if the era of “reactive” rather than “proactive” innovation has put them irreversibly behind. They also examine how other companies—like Canva, Meta and Anthropic—are now making bigger AI leaps than Apple, and what that signals for investors. Should Tim Cook step aside for new leadership? Is it too late for Apple to reclaim its innovative edge? And if you’re considering selling Apple stock, where should you move your money next? Get the harsh truth, plus a look at what’s happening at the upper management level that could be holding Apple back from real breakthroughs. Whether you’re a tech investor, Apple fan, or concerned shareholder, this clip is packed with unfiltered insights and actionable perspectives on Apple’s future in AI. *Watch now to find out if it’s time to cash out or hold on. Don’t miss the debate that could shape your portfolio decisions for 2025!* #MarketMondays #AppleStock #AI #TechInvesting #WWDC2024 #TimCook #Innovation #Microsoft #Meta #OpenAI #AppleAI #Investing #StockMarket Our Sponsors: * Check out PNC Bank: https://www.pnc.com * Check out Square: https://square.com/go/eyl Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy See omnystudio.com/listener for privacy information.