The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 24 April 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Did Intel become the big AI winner of 2026?
0:09.0	Molly full money starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:32.1	The best things in life are free,
0:33.5	but you can give them to the birds and bees.
0:36.6	From Fool Global headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Full Money.
0:41.5	I am Travis Hoyam, joined today by Jason Moser and Lou Whiteman.
0:46.3	And guys, we are going to get to Intel and some of the implications for artificial intelligence,
0:51.6	why this is the hottest stock seemingly in the market right now. But I want to start with Apple and Tim Cook. He announced that he's going to retire as
0:59.2	CEO or step down as CEO later this year. And there's been a lot of discussion about
1:04.0	Cook's legacy, including on one of the Molly Fool Money shows earlier this week. But I wanted to go
1:09.4	back almost 30 years to the Jobs Cook era of
1:15.4	Apple. And this is one of the most successful stock runs of all time. Not only did Cook have a
1:22.4	phenomenal run as CEO, but obviously Steve Jobs came back, saved the company, came out with things like the iPod,
1:29.2	eventually the iPhone and the iPad. The Mac has gone from being this kind of forgotten product
1:35.0	in the 90s when I was in high school to now it's kind of the go-to PC for most people at home.
1:42.1	So Lou, when you think back on that history and kind of the end of this era,
1:48.0	what do you think about as an investor?
1:50.1	So I want to be careful here because I think Cook was a great CEO,
1:53.5	and regardless of circumstances, and I don't want to play otherwise.
1:56.7	But it does, the lesson for me here is a lot of being a great CEO is being the right person
	...

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