The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype
4/24/202642 min
AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse. Travis Hoium, Lou Whitemand, and Jason Moser discuss:
- The Jobs/Cook era at Apple
- Intel & AI
- SaaSpocalype 3.0
- Value or falling knife stocks Companies discussed: Adobe (ADBE), Salesforce (CRM), Palantir (PLTR), The Trade Desk (TTD), Apple (AAPL), Servicenow (NOW), Southwest Airlines (LUV), Alphabet (GOOG). Host: Travis Hoium Guests: Lou Whitemand, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
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Transcript preview
First 90 secondsTravis Hoium· Host0:00
[upbeat music] Did Intel become the big AI winner of 2026? Motley Fool Money starts now.
Dan Boyd0:10
[upbeat music] Everybody needs money. That's why they call it money.
Jason Moser· Guest0:29
The best things in life are free. But you can give them to the birds and bees. I need money. From Fool Global Headquarters, this is Motley Fool Money.
Travis Hoium· Host0:40
Welcome to Motley Fool Money. I am Travis Hoye. I'm joined today by Jason Moser and Lou Whiteman. And guys, we are gonna get to Intel and some of the implications for artificial intelligence, why this is the hottest [chuckles] stock seemingly in the market right now. But I wanna start with Apple and Tim Cook. He announced that he's going to retire as CEO, or step down as CEO later this year, and there's been a lot of discussion about Cook's legacy, including on one of the Motley Fool Money shows earlier this week. But I wanted to go back almost thirty years to the Jobs-Cook era of Apple, and this is one of the most successful stock runs of all time. Not only did Cook have a phenomenal run as CEO, but obviously Steve Jobs came back, saved the company, came out with things like the iPod, eventually the iPhone