How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware)

How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware)

Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.


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Episoder(810)

Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm

Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm

Market update for September 10, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and in...

10 Sep 10min

Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier

Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier

Market update for September 9, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactio...

9 Sep 10min

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Market update for September 8thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant...

8 Sep 10min

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into ...

7 Sep 36min

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Market update for September 4, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Planet Labs CEO Interview (YouTube)Follow us on Instagram (@TheRund...

4 Sep 12min

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Market update for September 3, 2026Limited Time Promo: Sign up for a Public account. Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and ins...

3 Sep 11min

Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro

Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro

Market update for September 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactio...

2 Sep 10min

Amazon Sued Over Ad Prices, Shein's IPO Falls Flat

Amazon Sued Over Ad Prices, Shein's IPO Falls Flat

Market update for September 1, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactio...

1 Sep 11min

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