Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

America’s largest companies are preparing record AI budgets for 2026, with Microsoft, Amazon, and Google leading a $200 billion infrastructure buildout. Analysts warn this next wave of spending will test whether the AI-fueled stock market boom can actually last.

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Episoder(1026)

Building the Backbone of AI with Flex AI CEO Brijesh Tripathi

Building the Backbone of AI with Flex AI CEO Brijesh Tripathi

AI runs on powerful infrastructure—and Brijesh Tripathi, CEO of Flex AI, is leading the charge. In this episode, we unpack how scalable systems, smarter GPUs, and cloud innovations are shaping the nex...

28 Okt 202525min

Microsoft’s Desperate “Me-Too” Move: Edge Browser Goes All-In on AI to Catch OpenAI and Google

Microsoft’s Desperate “Me-Too” Move: Edge Browser Goes All-In on AI to Catch OpenAI and Google

Microsoft is cramming AI into every corner of its Edge browser and Windows ecosystem in a bid to stay relevant against OpenAI’s ChatGPT and Google’s Gemini. The company’s “Copilot everywhere” push sig...

27 Okt 20257min

Big Tech Earnings Week: Is the AI Boom About to Burst or Just Getting Started?

Big Tech Earnings Week: Is the AI Boom About to Burst or Just Getting Started?

This week, Microsoft, Google, Meta, Amazon, and Apple report earnings that could reveal whether AI is fueling real profits or inflating a trillion-dollar bubble. Investors are watching closely as Wall...

27 Okt 20258min

AI Bubble or Billion-Dollar Boom? Big Tech’s Make-or-Break Earnings Week

AI Bubble or Billion-Dollar Boom? Big Tech’s Make-or-Break Earnings Week

Amazon, Microsoft, Google, and Meta are all reporting this week—and Wall Street’s asking if the AI gold rush is real or hype. Jaeden Schafer breaks down what these earnings mean for the future of AI, ...

27 Okt 20258min

AMD Dumps Data Center Manufacturing — Goes All-In on AI Chip Design to Challenge NVIDIA

AMD Dumps Data Center Manufacturing — Goes All-In on AI Chip Design to Challenge NVIDIA

Advanced Micro Devices (AMD) has officially sold its ZT Systems data-center manufacturing business to Sanmina Corporation, signaling a full shift toward high-margin AI and chip design. The move positi...

27 Okt 20259min

Lumen Launches $10 Billion Fiber Revolution to Power America’s AI Future

Lumen Launches $10 Billion Fiber Revolution to Power America’s AI Future

Lumen Technologies is rolling out a massive nationwide fiber and edge computing network designed to slash latency, boost data speeds, and support AI-driven industries across the U.S. The expansion pos...

27 Okt 20259min

Markets Explode as Inflation Cools and Global Trade Rebounds — Is the Boom Finally Back?

Markets Explode as Inflation Cools and Global Trade Rebounds — Is the Boom Finally Back?

Global stocks are surging after new trade data and easing inflation spark a wave of investor optimism. Analysts say this could mark the start of a powerful new growth cycle driven by AI, tech, and ren...

27 Okt 20256min

Gold Crashes 2% as Investors Dump Safe Havens — Is the Fed About to Flip the Market Again?

Gold Crashes 2% as Investors Dump Safe Havens — Is the Fed About to Flip the Market Again?

U.S. gold prices plunged nearly 2% as easing trade tensions pushed investors toward riskier assets and away from traditional safe havens. Traders are now watching closely for the Federal Reserve’s nex...

27 Okt 20255min

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