
Closing Bell: 1/12/26
Closing Bell
00:00
Glenn Kacher on Google and hyperscaler dynamics
Glenn advocates Google as a long-term AI beneficiary and examines hyperscalers' capex and monetization tradeoffs.
Play episode from 44:16
Transcript

Glenn advocates Google as a long-term AI beneficiary and examines hyperscalers' capex and monetization tradeoffs.