As the “AI scare trade” jolts companies large and small, Apple shares keep doing their own thing. The company has “decoupled” to the greatest degree in 20 years from forces moving the rest of the Nasdaq 100.

Why — and how? On today’s Big Take podcast, host Sarah Holder talks to Bloomberg’s equities reporter Ryan Vlastelica and Chief Apple Correspondent Mark Gurman about how the company became a hedge against fears of AI disruption — and why that may not be a good thing. 

Hosted by Sarah Holder; Produced by David Fox; Reported by Ryan Vlastelica and Mark Gurman; Edited by Jeffrey Grocott.

Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

As the &ldquo;AI scare trade&rdquo; jolts companies large and small, Apple shares keep doing their own thing. The company has &ldquo;decoupled&rdquo; to the greatest degree in 20 years from forces moving the rest of the Nasdaq 100.
Why &mdash; and how? On today&rsquo;s Big Take podcast, host Sarah Holder talks to Bloomberg&rsquo;s equities reporter Ryan Vlastelica and Chief Apple Correspondent Mark Gurman about how the company became a hedge against fears of AI disruption &mdash; and why that may not be a good thing.&nbsp;
Hosted by Sarah Holder; Produced by David Fox; Reported by Ryan Vlastelica and Mark Gurman; Edited by Jeffrey Grocott.
Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

Big Take

Is Apple Winning the ‘AI Scare Trade’?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6129b0d3-362e-4aa6-ad02-b3fc015f6280/transcript