
Is Apple the Teflon Tech Stock? And the Latest Moves in the Weight Loss Drug Space 6/26/23
CNBC's "Fast Money"
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Alphabet: A Downgrade to a Neutral
Shears slipping more than 3% after UBS says it sees limited upside ahead in the search engine shift toward AI. I still think just on a valuation basis that Google is so much more attractive than the other fangs, some of the other AI plays,. It's so much cheaper than Microsoft. So could it trade down? Absolutely. That won't be a great thing, but it's not all bad for Google.
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