Will AI Spending Pay Off? Or Are We in a Bubble?

Will AI Spending Pay Off? Or Are We in a Bubb...

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Billionaire Investor on the Data Center Boom and Oil's Breaking Point

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos discuss what’s beyond the surge in semiconductor companies like Broadcom and Micron. They examine economist Ed Yardeni’s "Buzz Lightyear theory"—which says that demand for compute power wi ...  Show more

Josh Brown’s ‘HALO’ Stocks Strategy: Investing in What AI Can’t Replicate

In this week's episode of WSJ’s Take On the Week, co-hosts Telis Demos and Miriam Gottfried examine the shifting power dynamics at the Federal Reserve as Kevin Warsh’s chair nomination moves toward confirmation. Then, they break down some of the biggest earnings reports from this ...  Show more

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