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

Market update for Monday March 23, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Trump delays Iran strikes, markets rally on de-escalat ...  Show more

Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins hav ...  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

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about? RIcky Mulvey talks with Fool analyst Asi ...  Show more

Joining the AI race also requires building out massive physical infrastructure. Our Head of Corporate Credit Research Andrew Sheets explains why credit markets may play a critical role in the endeavor.

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<span>In this can't-miss clip of Market Mondays, hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the fierce competition between the world's biggest tech companies. Is Apple's reign over as the industry's top dog coming to an end, or can Cuperti ...