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August 6, 2025 60 mins

Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy.

In this episode:

  • Howard Stern is hanging it up after 20 years [1:45]
  • Can economic data be trusted? [5:12]
  • The lesson Palantir keeps teaching about growth stocks [16:57]
  • A rant on the broken higher education system [26:21]
  • Is Disney finally a buy? [31:23]
  • Can Apple correct its big AI misstep? [39:54]
  • Private equity access for individual investors: Pros vs. cons [45:29]
  • Gartner (IT) is crashing—and it's all because of AI [51:35]
  • Can this struggling social media stock turn things around? [54:48]

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