Apple Hits $5 Trillion as Investors Flee Costly AI Bets episode artwork

EPISODE · Jul 29, 2026 · 1H 1M

Apple Hits $5 Trillion as Investors Flee Costly AI Bets

from The Modern Market Show · host The Modern Market Show

In this episode, we discuss the KOSPI and SK Hynix sell-off, Robinhood Chain reaching 100 million transactions, and Apple becoming the second $5 trillion company.0:00:00 Introduction0:00:57 Crypto Headlines and Web3 Roundup0:05:38 Bread weighs the AI sell-off0:09:43 Legendary on SK Hynix’s 47% collapse0:13:35 Spot buys versus catching a falling knife0:17:38 Why buying every AI dip does not work0:22:09 Choosing companies you fundamentally understand0:25:05 Dell’s role in corporate AI sovereignty0:30:08 Local AI models threaten frontier labs0:34:09 KOSPI and SK Hynix sell off again0:38:56 CXMT rises as global memory stocks fall0:43:27 Robinhood Chain reaches 100 million transactions0:47:16 Robinhood’s super-app distribution advantage0:50:25 Trading Robinhood earnings and the Fed decision0:56:31 Apple reaches a $5 trillion valuationThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

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Apple Hits $5 Trillion as Investors Flee Costly AI Bets

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