June 8, 2026

Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26

Apple’s highly-anticipated Siri AI fails to wow. Bank of America says when it comes to chips, it’s not about whether the returns will come—“it’s about whether the industry can keep up.” Plus, Berkshire board member and Portfolio Manager Chris Davis’ surprising AI winners.

Also available on Apple Podcasts ↗