at an incredible high with the initial success of Apple and then other competitors get in and it's sobering. >> Well, as you you may know, I was basically fired from Apple when I was 30 and was invited to come back 12 years later. So, so that was that was difficult when it happened, but maybe the best thing that ever happened to me.There wouldn't be a Pixar if that hadn't happened. And uh so you know you just you move on, life goes on and you learn from it. >> You were fired from Apple when you were 30, ask ...

Core Insights - Microsoft, Nvidia, and other stocks within the "Magnificent Seven" are currently trading at lower valuations compared to the S&P 500, indicating potential investment opportunities in these companies [1] - Despite the attractive valuations, there is significant uncertainty among investors regarding the sustainability of the AI-driven market trend, which could impact future performance [1] Company Analysis - Microsoft and Nvidia are highlighted as key players in the AI sector, with their stock prices reflecting a more favorable valuation compared to the broader market index [1] - The "Magnificent Seven" stocks, which include major tech companies, are seen as potentially undervalued, suggesting a divergence from the overall market trends [1] Industry Trends - The AI sector is experiencing rapid growth, but investor confidence is wavering due to concerns about the longevity of this trend, which may affect investment strategies moving forward [1] - The current market environment presents both opportunities and challenges for companies involved in AI, as the future trajectory of this technology remains uncertain [1]

Core Insights - Apple is testing a new feature for Siri that allows the virtual assistant to handle multiple commands in a single query, enhancing its capabilities to compete with newer AI assistants [1][2] - This feature is being integrated into the upcoming iOS 27, iPadOS 27, and macOS 27 operating systems, which are expected to launch later this year [2] Company Developments - Apple is preparing an improved version of Siri utilizing technology from Alphabet's Gemini AI model, set for release this year [2] - The company has not provided immediate comments regarding these developments [2]

Group 1: U.S.-Iran Conflict - President Trump predicts that the military campaign against Iran is nearing its conclusion, stating that the Strait of Hormuz will reopen "automatically" after U.S. withdrawal [2][9] - The IRGC has designated 18 major U.S. technology and aerospace firms, including Apple, Microsoft, and Alphabet, as military targets, threatening strikes beginning April 1 [4][9] - The IRGC claims these companies are involved in terrorist operations through their technologies, warning of consequences for any further acts of terror in Iran [5][9] Group 2: Regional Military Actions - The Iranian Army reported successful drone strikes on strategic industrial sites in Israel, specifically targeting Siemens and Telmone facilities [6][9] - The Israeli Army has destroyed 180 rocket platforms in Southern Lebanon since the conflict began, with Iran vowing to respond to any aggression [7][9] Group 3: Ukraine Conflict - President Zelenskyy is seeking a temporary truce in the Ukraine-Russia conflict, aiming for an Easter ceasefire and discussing the proposal with the U.S. negotiation team [8][9]

Core Viewpoint - The Iranian Islamic Revolutionary Guard Corps has issued a warning to the U.S. government and related companies, stating that companies involved in U.S.-Israeli operations will become legitimate targets for attacks starting from April 1, 2023 [1][2] Group 1 - The Revolutionary Guard has identified 18 companies as targets, most of which are high-tech firms based in the U.S., including Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Palantir Technologies, NVIDIA, JPMorgan Chase, Tesla, General Electric, and Boeing [1] - The announcement specifies that from 8 PM Tehran time on April 1, any time Iran suffers a terrorist action, the facilities of the listed companies will be attacked [2]

Group 1 - The Fidelity Nasdaq Composite Index ETF (NASDAQ:ONEQ) is down 10% year-to-date through late March 2026, with its heaviest positions contributing to this decline [1] - ONEQ aims to provide a low-cost way to invest in the entire Nasdaq Composite, holding 1,031 securities, including mid-cap and smaller companies, with an expense ratio of 0.21% and assets totaling $8.77 billion [2] - The fund is highly sensitive to interest rates, with 47% of its holdings in Information Technology and 17% in Communication Services, making it one of the most rate-sensitive broad index ETFs [3] Group 2 - The current 10-Year Treasury yield is at 4.42%, having increased nearly 0.4% over the past month, which affects the present value of future earnings for growth stocks [4] - If the 10-year yield approaches 4.6%, it may exert renewed pressure on the fund's major tech holdings, while any pivot by the Federal Reserve towards rate cuts could provide relief [5] - ONEQ has a significant concentration risk, with nearly 11% of the fund invested in Nvidia and another 11% in Apple, together representing over 20% of the fund [6]

Something shocking is happening to the world’s most powerful stocks. One month into the Iran war, six of the Magnificent Seven have entered bear market territory. Amazon.com Inc. is trading at its lowest forward price-to-earnings multiple since November 2008 — a key metric that measures the stock against expected earnings over the next 12 months. Meanwhile, Microsoft Corp. has slipped to valuation levels last seen in December 2016 — before the cloud era fully took hold and before Azure emerged as a domin ...

Core Insights - The "Magnificent Seven" stocks have underperformed this year, with the Roundhill Magnificent Seven ETF declining over 9%, which is below the broader market performance [1] - Despite the decline, there is a belief among investors that there is still significant potential in artificial intelligence (AI) [1] Group 1: Valuation and Investment Considerations - It is cautioned that purchasing stocks or ETFs solely based on price declines is not advisable; valuation remains a critical factor [2] - Meta Platforms is currently the cheapest stock among the Magnificent Seven, trading for less than 20 times forward earnings as of March 25 [6] - Investors are questioning whether the heavy capital expenditures (capex) in AI infrastructure will yield good returns, leading to decreased valuations across the group [5] Group 2: Capital Expenditures and Future Projections - The Magnificent Seven companies are projected to spend nearly $700 billion on capital expenditures, marking a significant increase following a substantial year of capex in 2025 [4] - Meta has forecasted a capex range of $115 billion to $135 billion for 2026, representing a 73% increase from the previous year, primarily aimed at supporting AI infrastructure [6] Group 3: Meta Platforms' Strategy and Performance - Meta's CEO Mark Zuckerberg has expressed ambitions for the company to achieve superintelligence in AI, which encompasses not only problem-solving but also social intelligence [7] - Despite an initial surge in stock price following the announcement of capex projections in January, Meta's stock has declined throughout the year [7] - Meta's revenue in 2025 saw a 24% year-over-year increase, predominantly driven by advertising, which could benefit from AI enhancements in ad targeting [8]

Rough week for Zuck. Two verdicts went against Meta in 2 days. They were first found liable for allowing child predators to access minors on Facebook and Instagram.Then on Wednesday, an LA jury found Meta and YouTube negligent for designing addictive platforms that harmed a young user's mental health. No good comes out of kids under 16 using social media. kids who use this two or three hours a day.It's massively correlated with depression and anxiety and eating disorders specifically in young girls. It's ob ...

Group 1 - Apple Inc (AAPL) stock is currently down 0.9% trading at $246.53, with a year-to-date deficit of 9.3% [1] - Options traders remain bullish on AAPL, with approximately 4.1 million calls and 3 million puts traded over the past two weeks [2] - AAPL's 10-day put/call volume ratio is 0.71, ranking higher than 89% of readings from the past year, indicating increased put buying activity [7] Group 2 - AAPL is at risk of breaching its 320-day moving average for the first time since October, with only four weekly wins since December [5] - The stock's performance has seen a significant decline from its all-time high of $288.62 reached on December 3 [5] - The current Schaeffer's Volatility Index (SVI) for AAPL is 30%, which is in the 20th percentile of annual readings, suggesting options are affordably priced [7]