The American Affordability Crisis — ft. Neera Tanden

The American Affordability Crisis — ft. Neera...

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Google Doubles Down on Spending as AI Fear Returns

Ed Elson breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications of Google doubling its capital expenditures, and what the broader tech selloff says about markets right now. Ed then unpacks Eli Lil ...  Show more

 . 32min 31sec
SpaceX’s $1.25 Trillion AI Bet

Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for its debt with Gil Luria, Head of Technology Research at D.A. Davidson. They als ...  Show more

 . 33min 27sec

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