Big Take Podcast

Is Apple Winning the ‘AI Scare Trade’ (And for How Long)?

As AI concerns roil markets, Apple has largely stood apart. On today’s Big Take podcast, how the tech giant became an accidental haven for investors.

A television monitor displays an Apple Inc. stock chart on the floor of the New York Stock Exchange (NYSE) in New York.Photographer: Michael Nagle/Bloomberg

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As the “AI scare trade” jolts companies large and small, Apple shares keep doing their own thing. The company has “decoupled” to the greatest degree in 20 years from forces moving the rest of the Nasdaq 100.