Rina Sherbel
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Podcast Appearances
In other news of note, Apple has unveiled a new version of its popular AirTag item finder with a longer range than the original.
The updated AirTag is available to order on Apple's website today and will hit Apple Store locations later this week.
It includes Apple's second-generation Ultra Wideband chip, the same one used in the iPhone 17 lineup, iPhone Air, Apple Watch Ultra 3, and Apple Watch Series 11, and can locate items from up to 50% farther away than before.
It also features an upgraded Bluetooth chip and a chime that's about 50% louder.
The second-generation AirTag is available in single packs for $29, four packs for $99.
Apple first introduced the AirTag back in 2021.
In the Wall Street Research Corner, Morgan Stanley has a new list of 10 big calls for navigating what it calls, quote, extreme volatility, but three stand out.
First, they see a two-world split in AI.
U.S.
frontier large language models make a step-change leap in capability in the first half of 2026, and Chinese rivals do not catch up on the same timeline.
They think investors will go from worrying about adoption early in the year to turning bullish as those non-linear AI gains start to show up.
second they expect compute demand to keep outstripping supply as ai use cases get more complex data centers and intelligence factories become the new capex background with tight capacity but still attractive economics for the winners and third morgan stanley thinks transformative ai starts to show up in macro data by late 2026 driving rapid price declines in some activities widening wage inequality
pushing capital spending higher and boosting the value of assets that can't be replicated by AI.
You can see all 10 in our story on Seeking Alpha.
And for those who don't know, or for those who may have forgotten, we're having our Investing Experts Live Event Top Ideas for 2026.
tomorrow.
That's January 27th from 12 to 3 p.m.
Eastern.
You can register now and hear Stalwart investing group analysts like Samuel Smith, Stephen Bavaria, Andre Cardinal, and Beth Kindig.
Look for that event.