Squawk on the Street cover image

Volatility and the AI Trade, Apple Jumps on Berkshire Stake, Apple and Succession 11/17/25

Squawk on the Street

00:00

CapEx, Leverage, and AI Infrastructure Questions

Mike and David debate corporate leverage, capex for AI buildouts, and whether spending will generate long-term returns.

Play episode from 31:16
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app