Valuation Risks for AI Infrastructure Providers

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).

Show links: 
Nasdaq turns selloff around amid valuation worries, big tech recovers
Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates
Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript
AI Spending Surge, Contrarian Take On Tech Stocks

Episode transcripts: seekingalpha.com/wsb

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