Sep 22, 2026 · 6 min
Apple explores screenless wearables as AI lifts Sandisk
Apple Debuts Health Tracker, Sandisk Jumps, Lennar Gains
The market roundup connects three different bets on growth: Apple’s subscription hardware, Sandisk’s AI infrastructure exposure, and Berkshire Hathaway’s housing contrarianism.
- 1Apple is reportedly developing a screenless health tracker that could compete with Whoop through an app-based subscription model.
- 2Sandisk’s shares rallied after Rosenblatt initiated coverage, highlighting investor enthusiasm for its memory chips and AI infrastructure role.
- 3Lennar gained after Berkshire Hathaway increased its stake, underscoring Berkshire’s broader contrarian interest in homebuilders and housing.
Don't miss
The discussion of Apple’s potential screenless tracker reframes the wearable as an app-based, subscription-driven health product.
The brief
Carol Massar and Tim Stenovec open the roundup with Romaine Bostick and Katie Greifeld, then turn from brief banter to three market-moving corporate stories.
Apple is reportedly developing a screenless health and fitness tracker to compete with Whoop, shifting the experience toward battery life, an app, and a possible subscription.
Sandisk’s shares rose more than 6% after Rosenblatt Securities began coverage with a buy rating, as its memory chips gained attention for supporting AI infrastructure.
Lennar jumped after Berkshire Hathaway raised its stake to about 11%, framing homebuilders and housing as a contrarian area of interest for the conglomerate.
Taken together, the movers show investors rewarding different growth narratives: recurring wearable revenue, AI-related memory demand, and a bet against housing pessimism.
What was said on this episode
6 statements · 5 positive · 1 negative
Whoop appears to be performing well despite competitors’ attempts.
“A lot of people have tried to compete with Whoop and Whoop seems to be doing pretty well.”
Listen at 1:27
Whoop’s app environment and competition drive user engagement and addiction.
“the success of Whoop is the environment that it creates. So it's really all about that app experience. And there's a competitive nature to it that really gets people addicted.”
Listen at 1:40
Whoop’s screenless design enables long battery life.
“the battery lasts a long time because there is no screen.”
Listen at 1:59
Sandisk has risen 694% this year.
“It is up 694%.”
Listen at 3:10
Sandisk memory chips may become more critical to AI infrastructure.
“the chips, right, that SanDisk has become known for, the memory chips, is really in a position to become a more critical component of the AI infrastructure.”
Listen at 3:18
Lennar declined over 30%, versus an 11% sector decline this year.
“It's declined more than 30% when the sector itself only fell 11% this year.”
Listen at 4:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Featuring
Romaine Bostick
Apple Inc.
Practical Magic 2
Bloomberg Audio StudiosListen to the full episode and explore every guest, topic, and moment on PodLume.