Growth Scare: Yes or No?
The Macro Trading Floor
Analyzing the Peak of AI Capital Expenditure
This chapter explores the current state of capital expenditure in the tech sector with a focus on artificial intelligence. It discusses cyclical patterns in spending, draws parallels with historical economic events, and examines recent trends that could signal a shift in future investment strategies.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
