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Anthropic Wiped $1 Trillion From Tech Stocks. I Still Can't Stop Buying This One. [Yahoo! Finance]
Last apple inc. earnings: 4/30 04:30 pm
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US:NASDAQ Investor Relations: investor.apple.com
Apple's integrated hardware-software ecosystem insulates it from AI-driven software disruption threatening competitors. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE The bull case for Apple NASDAQ:AAPL ) might be obvious, and I'll admit upfront this is the boring pick. It's the stock your uncle owns, the one that doesn't get breathless coverage on finance forums anymore because it's so large and obvious. When Anthropic's new Claude tool triggered a nearly $1 trillion wipeout in software and services stocks earlier this year, the conversation was almost entirely about enterprise software, SaaS multiples, and which application-layer companies were about to get eaten alive. Apple barely came up. That's the point. The Closed Loop Nobody Can Touch Anthropic's threat targets companies that sell software to businesses. Claude's agent plugs into legal, sales, and marketing workflows and competes directly with subscription-based products. Ap
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