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)

Credit Crunch Alert: Subprime Lenders Collapse as Auto Loan Defaults Surge

Credit Crunch Alert: Subprime Lenders Collapse as Auto Loan Defaults Surge

A wave of bankruptcies among buy-here-pay-here auto lenders is exposing deep cracks in America’s credit market. Rising delinquencies, falling used car values, and higher interest rates are pushing low...

24 Okt 20258min

Why Major U.S. Brands Are Shrinking Their Products to Survive the New Economy

Why Major U.S. Brands Are Shrinking Their Products to Survive the New Economy

As inflation reshapes consumer spending, companies like Pepsi and Procter & Gamble are downsizing their products to attract price-sensitive shoppers. This shift marks a major transformation in how cor...

24 Okt 20257min

HOKA & UGG Stock Crash: Deckers’ $20B Empire Shaken by Tariff Fears and Slowing U.S. Spending

HOKA & UGG Stock Crash: Deckers’ $20B Empire Shaken by Tariff Fears and Slowing U.S. Spending

Deckers Outdoor Corporation, parent of HOKA and UGG, saw its shares plunge after issuing weak annual-sales guidance tied to consumer spending slowdowns and rising U.S. tariff concerns. The downturn ra...

24 Okt 20258min

Agentic AI” Chaos: Banks and Tech Giants Boost Risk Spending as AI Agents Go Rogue

Agentic AI” Chaos: Banks and Tech Giants Boost Risk Spending as AI Agents Go Rogue

Financial and tech executives report spending 37% more time managing risks from autonomous “agentic” AI this year — and plan to raise governance budgets by 24% in 2026. The surge highlights growing co...

24 Okt 20256min

Government Shutdown Chaos: U.S. Economy Losing Billions Every Week as Washington Stalls

Government Shutdown Chaos: U.S. Economy Losing Billions Every Week as Washington Stalls

The ongoing U.S. government shutdown is now in its third week, costing the economy up to $5 billion weekly and shaving 0.2% off quarterly GDP growth. With hundreds of thousands of workers furloughed a...

24 Okt 20258min

Mega Tech Earnings + Fed Rate Cut: The Week That Could Make or Break the U.S. Market

Mega Tech Earnings + Fed Rate Cut: The Week That Could Make or Break the U.S. Market

This week, Apple, Microsoft, Google, Amazon, and Meta all report earnings as the Federal Reserve prepares for its first interest rate cut in over a year. Together, these events could trigger a massive...

24 Okt 20257min

America’s Hidden Recession: The Rich Keep Spending While Everyone Else Pulls Back

America’s Hidden Recession: The Rich Keep Spending While Everyone Else Pulls Back

U.S. companies are reporting a sharp divide in consumer behavior — affluent shoppers are splurging on luxury goods and travel, while middle- and lower-income Americans slash spending on essentials. Th...

24 Okt 20258min

China Declares Tech Independence: Communist Party Unveils Plan to Ditch U.S. Chips and Dominate AI

China Declares Tech Independence: Communist Party Unveils Plan to Ditch U.S. Chips and Dominate AI

The Chinese Communist Party has pledged to build a “modern industrial system” focused on self-reliance in semiconductors, AI, and advanced manufacturing. The move marks Beijing’s most aggressive effor...

23 Okt 20259min

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