In this episode of StockSense, we dive into how two iconic American fashion companies — Tapestry and Ralph Lauren — are adapting to a world of fast-changing trends, digital-native consumers, and global expansion. From Coach’s affordable luxury strategy and M&A ambitions, to Ralph Lauren’s premium repositioning and simplified product lines, we explore what it takes for heritage brands to stay relevant — and profitable — in a crowded market. If you’re interested in consumer brands, fashion stocks, or long-term positioning plays, this one's for you.

In this episode of StockSense, we break down Oracle’s unexpected rise in the AI era — not as a model builder, but as the infrastructure layer behind companies like OpenAI and xAI. From multicloud partnerships with Microsoft to its $28B push into healthcare data, Oracle is making AI work where enterprises already live. We explore how Oracle is scaling its cloud, embedding AI into core apps, and quietly becoming essential to trillion-dollar markets — all while avoiding the hype.

Apple is still profitable, still dominant — but for the first time in decades, it looks vulnerable. Not because it’s failing, but because others are evolving faster.

It’s lagging in AI.

It’s losing China.

It’s facing behavioral shifts among younger users.

And its ecosystem, once untouchable, now looks outdated.

Let’s talk Microsoft, Oracle, CoreWeave, AMD, Applied Digital, and a rising new name: Nebius.

Microsoft and Oracle are securing dominance. CoreWeave and Crusoe are proving that hyperscale doesn’t have to mean Big Tech. And AMD is prying open a door Nvidia can’t fully close.

Meanwhile, companies like Applied Digital and Nebius are building the roads AI will run on.