Apple Sues OpenAI | SpaceX Back to Earth | Memory Stocks Dip

Apple Sues OpenAI | SpaceX Back to Earth | Memory Stocks Dip

Author: Derek Moore July 20, 2026 Duration: 54:48

Derek Moore is joined by Mike Snyder and Shane Skinner to discuss SpaceX now being below its IPO price and whether it can grow into its current value. Plus, Apple sues OpenAI as the stock continues to run into earnings. Later, did anything fundamentally change with the memory stocks like Micron or people just don't want to be the last out. Finally, the Strait of Hormuz didn't matter to markets until the market decided it mattered again.

 

Apple sues OpenAI

Micron and the memory stocks dip again

Trading behavior psychology losing hurt more than winning feels good?

Strait of Hormuz tanker tracker ticks lower

More sellers than buyers in memory stocks

SpaceX moves below its IPO price

Looking at the Mag7 stocks and how they grew into their valuations over a decade   

Were the Mag7 stocks expensive or undervalued in hindsight 10 years ago?

SpaceX forward valuation

Interest rates and oil prices

Inflation surprises to the downside

 

Mentioned in this Episode

 

 

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com

 


Derek Moore hosts Broken Pie Chart, a podcast that digs into the practical realities of managing money in a complex world. The name comes from the idea that traditional, rigid models for investing and planning often don't reflect real life. Each episode takes a specific concept-whether it's portfolio construction, market behavior, or preparing for retirement-and breaks it down into straightforward conversation. You'll hear clear explanations of economic trends and financial principles without the jargon, focusing on how these ideas actually impact personal and professional decisions. This isn't about hot stock tips; it's about building a durable understanding of how markets and the economy function. The goal is to provide listeners with a stronger foundation for their own financial choices, making seemingly opaque topics accessible and relevant. Tune in for a thoughtful, grounded perspective that challenges conventional wisdom and simplifies the complicated.
Author: Language: English Episodes: 50

Broken Pie Chart
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