AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse.

Travis Hoium, Lou Whitemand, and Jason Moser discuss:

- The Jobs/Cook era at Apple

- Intel & AI

- SaaSpocalype 3.0

- Value or falling knife stocks

Companies discussed: Adobe (ADBE), Salesforce (CRM), Palantir (PLTR), The Trade Desk (TTD), Apple (AAPL), Servicenow (NOW), Southwest Airlines (LUV), Alphabet (GOOG).

Host: Travis Hoium

Guests: Lou Whitemand, Jason Moser

Engineer: Dan Boyd

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