WS #10862
Apple's Vision Pro & Smart Glasses Chief is joining OpenAI, signaling a major talent shift from Cupertino to AI, bearish for AAPL's AR/VR prospects but bullish for OpenAI's ecosystem. IBM joins OpenAI's Daybreak program for enterprise AI cybersecurity, indicating growing enterprise adoption of frontier AI and positive for IBM's AI services. MAGS ETF: Magnificent 7 outflows surge as investors rotate into DRAM, indicating continued skepticism on big tech and a rotation into semiconductors.
Apple Vision Pro Chief Joins OpenAI
Apple's Vision Pro & Smart Glasses Chief is joining OpenAI, signaling a major talent shift from Cupertino to AI, bearish for AAPL's AR/VR prospects but bullish for OpenAI's ecosystem.
IBM joins OpenAI's Daybreak program for enterprise AI cybersecurity, indicating growing enterprise adoption of frontier AI and positive for IBM's AI services.
MAGS ETF: Magnificent 7 outflows surge as investors rotate into DRAM, indicating continued skepticism on big tech and a rotation into semiconductors.