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Big Tech's AI spending spree is rattling Wall Street as investors question whether profits can keep up. $INTC struggles, AI stocks slide, and oil profits surge.
Meanwhile Anthropic's IPO faces growing scrutiny.
@LaMonicaBuzz joins at 11:45 to discuss ETFs with Anthropic stakes.
teapawt.net/i/broadcasts/1nxnRYjVP…
The amazing @LaMonicaBuzz joins the show next!
Big Tech's AI spending spree is rattling Wall Street as investors question whether profits can keep up. $INTC struggles, AI stocks slide, and oil profits surge.
Meanwhile Anthropic's IPO faces growing scrutiny.
@LaMonicaBuzz joins at 11:45 to discuss ETFs with Anthropic stakes.
teapawt.net/i/broadcasts/1nxnRYjVP…
The Financial Exchange retweeted
Finally, several money managers and investment strategists in the exclusive Big Money Poll for @barronsonline expressed concerns that the AI boom won't end well for investors. Can you say dot-com bubble 2.0? My story. barrons.com/articles/big-mon…
The Financial Exchange retweeted
Plus, a look at why some think the 2026 IPO market is actually frothier than the late 1990s dot-com boom. I'll also discuss my @barronsonline story on that from earlier this week. barrons.com/articles/anthrop…
The Financial Exchange retweeted
How will the huge $ANT IPO do once it debuts in November? Some ETFs already have private stakes in Anthropic via derivatives and SPVs. I'll discuss that on @TFEShow at 11:45 ET. @WRKO680 @SXMBusiness
Channel 132. My story for @barronsonline. barrons.com/articles/if-you-…
Tech Stocks Get Crushed as Wall Street Turns Against the AI Boom youtube.com/live/FVAdgXE9qP0… via @YouTube
🔴 LIVE: Big Tech’s AI Spending Spree Sparks a Selloff on Wall Street teapawt.net/i/broadcasts/1nxnRYjVP…
The core businesses of America’s technology giants — the advertising, consumer and retail machines propping up a collective $750 billion in AI spending this year — are starting to show signs of slowing bloomberg.com/news/articles/…
The Financial Exchange retweeted
Big Tech's AI divide is widening. $GOOGL slides on disappointing sales while $MSFT's cloud boom shows signs of paying off. Meanwhile $AMZN faces pressure to deliver, and the Fed risks falling behind inflation.
Can AI profits keep Wall Street's rally alive?
teapawt.net/i/broadcasts/1aKbdbwMj…
Google Stumbles, Microsoft’s AI Bet Pays Off & Fed Risks Falling Behind youtube.com/live/dv5lwJBVeoY… via @YouTube
Big Tech's AI divide is widening. $GOOGL slides on disappointing sales while $MSFT's cloud boom shows signs of paying off. Meanwhile $AMZN faces pressure to deliver, and the Fed risks falling behind inflation.
Can AI profits keep Wall Street's rally alive?
teapawt.net/i/broadcasts/1aKbdbwMj…
🔴 LIVE: Google Stumbles as Microsoft’s AI Bet Pays Off and Fed Risks Grow teapawt.net/i/broadcasts/1aKbdbwMj…
Microsoft reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. bloomberg.com/news/articles/…
Alphabet reported quarterly sales and profit that fell short of expectations, a sign that the company is failing to generate enough return to justify its massive investments in AI bloomberg.com/news/articles/…
America’s Financial History Is Way More Interesting Than You Think youtu.be/kaJ4m1NMONo?si=dbfl… via @YouTube
The show is LIVE from the @FinanceMuseum right now!
The Fed is expected to hold rates steady, but Wall Street faces bigger questions. $MSFT and $GOOGL earnings will test the AI spending boom as debt markets show signs of strain.
Meanwhile renewed Iran tensions threaten the outlook.
@BobPisani joins at 10:30.
teapawt.net/i/broadcasts/1mxPaLEdv…
The Financial Exchange retweeted
The Fed is expected to hold rates steady, but Wall Street faces bigger questions. $MSFT and $GOOGL earnings will test the AI spending boom as debt markets show signs of strain.
Meanwhile renewed Iran tensions threaten the outlook.
@BobPisani joins at 10:30.
teapawt.net/i/broadcasts/1mxPaLEdv…
The Fed is expected to hold rates steady, but Wall Street faces bigger questions. $MSFT and $GOOGL earnings will test the AI spending boom as debt markets show signs of strain.
Meanwhile renewed Iran tensions threaten the outlook.
@BobPisani joins at 10:30.
teapawt.net/i/broadcasts/1mxPaLEdv…
🔴 LIVE: Fed Decision Looms as Big Tech Faces an AI Spending Reckoning teapawt.net/i/broadcasts/1mxPaLEdv…