Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASML

Bullish

• $GOOGL— Google's strategy of revenue sharing agreements has effectively entrenched its market position, giving it a strong advantage in the industry.

  • “Google bought off the entire industry.”

    Ben·31:48Hear it
• $MSFT— Microsoft is seen as having better business opportunities than Apple, particularly in AI and cloud computing.

  • “I put them as a better business opportunity than Apple that and I think that's right.”

    Ben·9:16Hear it

Bearish

• $AAPL— While Apple may benefit financially in the short-term from its deal with Google, it could be hindering Apple's long-term innovation, especially in AI.

  • “Apple is a short term winner and innovation at Apple at a minimum is a long term loser.”

    Ben·11:25Hear it
• $SAAS— The subscription model for enterprise software, which has been crucial for SaaS companies, may be under threat due to AI reducing employee numbers.

  • “This is why Balmer deserves like, again, I was first in line to criticize him. I love Steve Balmer. He helped get Stratokury off the ground because I could write so many articles about how dumb he was, and stuff he was doing. But he does deserve a lot of credit. He was very good at sales. He was very good at establishing the most important business model in enterprise software, which is subscriptions.”

    Ben·10:28Hear it

Not investment advice.