Deep Dive: Big Tech’s $325 Billion CapEx Spen...

Market update for October 8, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What the highest Treasury yields si ...  Show more

Market update for October 7, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the S&P's latest record isn't a ...  Show more

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.  (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refu ...  Show more

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta an ...  Show more

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025. - PayPal’s good quar ...  Show more

AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends- Housing prices de ...  Show more