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Apple is the new king of the AI trade even though it barely spends on AI

Apple is the new king of the AI trade even though it barely spends on AI

Phil Rosen

Jul 20, 2026

This out of favor financial data giant is set up as a massive AI beneficiary
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Best Ideas Club

This out of favor financial data giant is set up as a massive AI beneficiary

Phil Rosen

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TSMC confirms that record profits no longer cut it for AI chip stocks

TSMC confirms that record profits no longer cut it for AI chip stocks

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