Brian Stewart

Putting out a few of the highlights, Applovin had a brilliant earnings report. It is benefiting from a focus shift to AI and e-commerce. It's a software platform that advertisers use to enhance the marketing in content. And so it's a good kind of B2B platform. play if you're kind of trying to get the temperature of the market in general.

Putting out a few of the highlights, Applovin had a brilliant earnings report. It is benefiting from a focus shift to AI and e-commerce. It's a software platform that advertisers use to enhance the marketing in content. And so it's a good kind of B2B platform. play if you're kind of trying to get the temperature of the market in general.

So the stock surged 24% on the earnings report and continued higher in the following session. It's off 11%, sort of a profit taking. So there are some valuation worries, but in general, its results were kind of a sign that AI is still filtering its way through company results.

So the stock surged 24% on the earnings report and continued higher in the following session. It's off 11%, sort of a profit taking. So there are some valuation worries, but in general, its results were kind of a sign that AI is still filtering its way through company results.

So the stock surged 24% on the earnings report and continued higher in the following session. It's off 11%, sort of a profit taking. So there are some valuation worries, but in general, its results were kind of a sign that AI is still filtering its way through company results.

And so if you're an investor who can kind of pick the next company that's going to see the big AI boost, you can still get in pre-catalyst for some of these stocks. And another one for last week that had a big move was analog devices. It had better inspected earnings and guidance. Its bookings were gradually improving and increased its share buyback program.

And so if you're an investor who can kind of pick the next company that's going to see the big AI boost, you can still get in pre-catalyst for some of these stocks. And another one for last week that had a big move was analog devices. It had better inspected earnings and guidance. Its bookings were gradually improving and increased its share buyback program.

And so if you're an investor who can kind of pick the next company that's going to see the big AI boost, you can still get in pre-catalyst for some of these stocks. And another one for last week that had a big move was analog devices. It had better inspected earnings and guidance. Its bookings were gradually improving and increased its share buyback program.

And that had the stock up 18% over the past week.

And that had the stock up 18% over the past week.

And that had the stock up 18% over the past week.

Yeah, I think ADI gives us a good boost to the chip sector in general. So you saw Micron up 14% in the past week and Texas Instruments up 9% in the past week. NVIDIA was up as well. I'm sure we're going to talk about that when we're looking into next week. But looking into the chips, an interesting story in itself was Intel.

Yeah, I think ADI gives us a good boost to the chip sector in general. So you saw Micron up 14% in the past week and Texas Instruments up 9% in the past week. NVIDIA was up as well. I'm sure we're going to talk about that when we're looking into next week. But looking into the chips, an interesting story in itself was Intel.

Yeah, I think ADI gives us a good boost to the chip sector in general. So you saw Micron up 14% in the past week and Texas Instruments up 9% in the past week. NVIDIA was up as well. I'm sure we're going to talk about that when we're looking into next week. But looking into the chips, an interesting story in itself was Intel.

It got a boost after Taiwan Semiconductor and Broadcom were reported to have interest in buying parts of Intel, so breaking it up. Intel's been a long running turnaround hope. So the company is looking to kind of get off the mat. And the M&A news, I think it's an interesting test of the new administration and what its kind of regulatory oversight will be in terms of approving or not approving M&A.

It got a boost after Taiwan Semiconductor and Broadcom were reported to have interest in buying parts of Intel, so breaking it up. Intel's been a long running turnaround hope. So the company is looking to kind of get off the mat. And the M&A news, I think it's an interesting test of the new administration and what its kind of regulatory oversight will be in terms of approving or not approving M&A.

It got a boost after Taiwan Semiconductor and Broadcom were reported to have interest in buying parts of Intel, so breaking it up. Intel's been a long running turnaround hope. So the company is looking to kind of get off the mat. And the M&A news, I think it's an interesting test of the new administration and what its kind of regulatory oversight will be in terms of approving or not approving M&A.

This one has a lot of complexities, especially with the overseas elements of Taiwan Semiconductor. I mean, there's no deal in place now, so there's really nothing for the Trump administration to say. But I think it's a good litmus test. I think if you're interested in this sector, I think watching the headlines surrounding Intel and possible M&A activity could be a good sign of the feeling for...

This one has a lot of complexities, especially with the overseas elements of Taiwan Semiconductor. I mean, there's no deal in place now, so there's really nothing for the Trump administration to say. But I think it's a good litmus test. I think if you're interested in this sector, I think watching the headlines surrounding Intel and possible M&A activity could be a good sign of the feeling for...

This one has a lot of complexities, especially with the overseas elements of Taiwan Semiconductor. I mean, there's no deal in place now, so there's really nothing for the Trump administration to say. But I think it's a good litmus test. I think if you're interested in this sector, I think watching the headlines surrounding Intel and possible M&A activity could be a good sign of the feeling for...