What The Investor Channel said in this video:
- METAbullishlong-termMeta had a big week with its Muse AI assistant; the host loves the packaging and believes Meta is early to the game in consumer agentic AI, though competition will get fierce.Source
- AAPLneutralApple finished the week at 241; the host expects iPhone 18 ship times to decrease due to supply improvements and India manufacturing, but is neutral on whether Apple pursues derivative products.Source
- AMZNbullishlong-termAmazon dipped to around 250; the host is bullish on its robotics, India quick commerce, and government-approved data center investments, believing the data center business will be locked up for decades.Source
- Otherpositive for stocksOpenAI expanded its GPT-6 Universe with cheaper on-the-edge models; the host says OpenAI and Anthropic are both cooking in the labs and not slowing down.Source
- Otherpositive for stocksAnthropic released a strong and cost-efficient Claude Opus 5.5 model and partnered with Akamai; the host says both OpenAI and Anthropic are cooking in the labs and not slowing down.Source
- NVDAbullishmid-termNvidia shares were flat, but the host believes SpaceX and xAI's use of Nvidia GPUs and fast data center buildouts will bring money in real quick for Nvidia.Source
- GOOGLbullishmid-termGoogle fell this week but has the broadest large language model portfolio and leads in custom silicon; the host sees upside if Gemini 4 far exceeds the bar.Source
- AI Capexpositive for stockslong-termThe host believes there will be many winners in AI, similar to the internet and mobile eras, with lots of lanes like enterprise, consumer, and prosumer for companies to play in.Source