A flurry of AI headlines have investors talking today. Deirdre Bosa breaks all of those down for us – and we discuss with our panel Trivariate’s Adam Parker, New York Life Investment’s Lauren Goodwin and JPMorgan’s Jordan Jackson. Plus, of all the mega-cap companies dolling out hundreds of billions in cap-ex, Apple has escaped much of that scrutiny. The company has often been criticized for being late to the AI party… but could that be a blessing in disguise? We break that down with Steve Kovach and Big Technology’s Alex Kantrowitz. And, AMD held its first analyst day in years. We run through the biggest headlines and what it could mean for the stock.