
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down the market's "Blood Red Friday" selloff, Apple's AI relaunch, and OpenAI's blockbuster IPO filing. They discuss the rapidly shifting AI narrative, whether Apple's new Siri and AI-powered devices can drive hardware sales, and why OpenAI's path to a trillion-dollar valuation isn't as straightforward as it seems. Plus, a healthy correction or something more, the latest on SpaceX, data vs. stocks, Michael's case for hotels over restaurants, a mystery chart from Josh, and much more. This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors 📈 Topics ►00:00 - Intro ►03:40 - Blood Red Friday ►17:50 - Apple’s AI (re)Launch ►31:37 - A Healthy Correction ►36:20 - OpenAI Files ►49:20 - Make The Case ►53:03 - Mystery Chart COMPOUND MERCH: https://idontshop.com/ instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews TikTok: https://www.tiktok.com/@thecompoundnews Linkedin: https://www.linkedin.com/company/the-compound-media/ Sign up for The Compound newsletter: https://www.thecompoundnews.com/subscribe Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ Talking Wealth: https://podcasts.thecompoundnews.com/show/talking-wealth/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: https://www.ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcast-youtube-disclosures. #StockMarket #Investing #IPO #Stocks #TheCompound #AI #wealth #rich #finance #joshbrown #wayt #invest #spacex #spacexipo

Too Early to Get Off the Wave | TCAF 248

It’s Almost Midnight | WAYT?

The World You Knew Is Never Coming Back | TCAF 247

How to Bet on the OpenAI IPO | WAYT?

Preparing for the Next Capital Loss Cycle | TCAF