Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft's Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave's bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
Google Is Testing AI In Orbit as 100 Communities Rethink Data Centers
Google's first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
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More PodcastsThe AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)
Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.
