AI spending faces reality check as tech earnings roll in

AI spending faces reality check as tech earni...

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Tech bubble will pop in 2027

Sara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)Show Notes ...  Show more

SpaceX, Tesla & the next phase of the AI trade

Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.Episode tr ...  Show more

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