On The Tape with Danny Moses cover image

Sonali Basak: iCapital Chief Investment Strategist Makes Podcast Debut

On The Tape with Danny Moses

00:00

Market Effects of AI: Winners, CapEx, and Concentration

Danny notes market winners; Sonali details hyperscaler CapEx, Oracle's demand story, and how AI spending concentrates gains.

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