Apple Growth Engine Powers Ahead | Open Interest 5/1/2026

Watch on YouTube ↗  |  May 01, 2026 at 18:07  |  1:27:13  |  Bloomberg Markets
Speakers
Emily Roland — Co-Chief Investment Strategist, John Hancock
Anastasia Amoroso — iCapital

Summary

The episode covers Apple's strong earnings and outlook despite chip costs, AI monetization progress, oil price impacts from the Iran war, Brunswick's resilient boat demand, Miami's real estate boom, and the rise of prediction market ETFs. Multiple strategists offer views on sector rotation, favoring defensive and mid-cap U.S. equities while avoiding cyclical international markets.

  • Apple delivers double-digit sales growth and a strong forecast, driving shares higher.
  • Oil prices remain elevated due to the Strait of Hormuz blockade, benefiting Chevron and Exxon.
  • AI monetization is accelerating with hyperscaler cloud revenue and backlog growing significantly.
  • Emily Roland advocates rotating into higher-quality U.S. mid-cap and defensive sectors, avoiding small caps and international cyclical markets.
  • Brunswick's CEO reports resilient boat demand despite higher fuel costs.
  • Jorge Perez discusses Miami's real estate boom driven by migration from high-tax states.
  • Prediction market ETFs are launching, allowing bets on political outcomes.
  • The S&P 500 hits all-time highs amid strong earnings and low volatility.
Trade Ideas
Scott 33:10
Buy mega tech stocks on volatility.
Recent market volatility creates a buying opportunity, especially in U.S. mega-cap tech stocks, which are well-positioned to benefit from strong earnings and secular trends.
U.S. mega tech stocks MED
Emily Roland Co-Chief Investment Strategist, John Hancock 54:31
Avoid small caps, Japan, EM.
Small-cap, Japanese, and emerging-market equities are more cyclical and exposed to higher oil prices and geopolitical conflicts, making them less attractive in the current environment.
Small-cap equities EWJ EEM MED
Emily Roland Co-Chief Investment Strategist, John Hancock 54:44
Favor mid-cap defensive industrials utilities.
Leaning into higher-quality parts of the market, such as mid-cap stocks with exposure to industrials and utilities, provides a defensive complement to parabolic semiconductor exposure and offers diversification.
IJH XLI XLU MED
Will Power 58:20
Apple strong demand, double-digit growth.
Apple's strong demand, double-digit sales growth, better-than-expected revenue forecast, and resilient margins despite rising memory costs support a positive outlook. The services segment is growing, AI optionality exists, and the ecosystem is solidifying, leading to an upgraded price target.
AAPL HIGH
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This Bloomberg Markets video, published May 01, 2026, features Scott, Emily Roland, Will Power discussing U.S. mega tech stocks, Small-cap equities, EWJ, EEM, IJH, XLI, XLU, AAPL. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Scott, Emily Roland, Will Power  · Tickers: U.S. mega tech stocks, Small-cap equities, EWJ, EEM, IJH, XLI, XLU, AAPL