Andres Cardenal, author at Seeking Alpha, discusses Apple as his "Idea of the Month," telling Cheddar why he thinks investors should buy on the stock despite a decrease in demand for iPhones last quarter. We discuss Samsung's recent announcement that it will cut production on its OLED screens in response to slower iPhone X sales. We also tal about the HomePod and what it might mean for Apple's revenue in the near future.

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Trump Highlights Partnership Investing $500 Billion in AI
President Donald Trump is talking up a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, will start building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum. While Trump has seized on similar announcements to show that his presidency is boosting the economy, there were already expectations of a massive buildout of data centers and electricity plants needed for the development of AI.
Cybersecurity is Entering a New Era
Jim Guinn, EY Americas Cybersecurity Leader, shares how companies must stay vigilant and navigate the evolving regulatory landscape. *Sponsored by EY
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