Squawk on the Street cover image

SOTS 2nd Hour: Nvidia Key Takeaways, Cleveland Fed President, & A Rare Sit Down w/Liberty Media's Chairman 11/20/25

Squawk on the Street

00:00

Concerns About AI CapEx and Funding

Dan Niles outlines worries on AI capital intensity, depreciation cycles, and which firms can sustain spending.

Play episode from 06:00
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