$AAPL's Agentic Siri Bet Is Either the Comeback Story of the Decade — Or an Expensive Google Babysitting Job
From Apple's WWDC AI gamble to Iran-Israel missile exchanges rattling oil markets, here's what finance YouTube can't stop talking about
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| AAPL Apple Inc. | hold | $303.07 | — | — | — |
| GOOG Alphabet Inc. | buy | $361.66 | — | — | — |
| LLY ELI LILLY & Co | buy | $1156.71 | — | — | — |
| MRVL Marvell Technology, Inc. | buy | $299.13 | — | — | — |
| NVDA NVIDIA CORP | buy | $209.24 | — | — | — |
| JNJ JOHNSON & JOHNSON | hold | $231.25 | — | — | — |
| UAL United Airlines Holdings, Inc. | hold | $105.66 | — | — | — |
| CPB CAMPBELL'S Co | sell | $21.54 | — | — | — |
The two biggest conversations on finance YouTube this week are $AAPL's WWDC and whether the new agentic Siri — the one that can chain tasks, book your Uber, and edit your photos without you doing anything — is a genuine AI leap or just a chatbot wearing a trench coat. CNBC's Tom Forte (Maxim Group, Buy, $310 price target) is keeping expectations low given Apple's historical AI face-plants, while Bloomberg is buzzing about incoming CEO John Ternus inheriting Tim Cook's roadmap on September 1st. The Google Gemini partnership powering the new Siri is either a smart shortcut or a long-term dependency problem — nobody seems sure which.
Meanwhile, $LLY is having an absolute moment: retatrutide showing 30% body weight loss over two years plus benefits for sleep apnea and osteoarthritis sent it to a $1 trillion market cap, up 32.7% annually over the last decade. Fundstrat's Mark Newton is calling compute 'the new revenue,' $MRVL is up 210% year-to-date after Jensen Huang called it the next trillion-dollar company, and Google is dropping ~$80 billion on Anthropic despite sitting on $150-160 billion in cash — because apparently having enough cash isn't the flex it used to be.
The macro backdrop? Israel and Iran are exchanging missiles, oil is spiking, IATA just slashed airline profit forecasts by 49% for 2026, and United Airlines CEO Scott Kirby is planning for oil at $90-$110 per barrel indefinitely. Jeremiah Babe, bless him, is worried about collagen bones at PetSmart and bunker real estate. He's not entirely wrong about the vibes.