Stack's Comeback, Mega Cap Tech Lags
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Technology
If you don't like gen AI, Apple is a good place to hide, says Needham's Laura Martin on Big Tech
68% Informative
Much of the tech sector is investing in generative AI , but much of it is in the back office infrastructure related to AI .
If you don't like Jet AI , then Apple 's a good place to hide because they generate 90 billion of free cash flow and have like 12 million billion dollars of CapEx, which is not up from last year .
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73
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72
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69
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31
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short-lived
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