Squawk on the Street cover image

SOTS 2nd Hour: Dan Niles' Tech Trades, Evercore Vice Chair, & Regional Bank CEO Talks Credit Concerns 10/17/25

Squawk on the Street

00:00

Skepticism on native AI revenue vs. massive CapEx

David asks about an AI bubble; Dan argues native AI revenues lag CapEx, raising concerns on long-term monetization despite token demand.

Transcript
Play full episode

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