Latest / Wall Street Truthbombs Podcast
Wall Street's Biggest Fear Isn't AI... It's Paying For It!!!
Wall Street delivered one of the biggest market repricings of the year. Google, Tesla, and Intel all beat expectations, yet investors sold first and asked questions later. Why?Mark Malek explains why rising AI capital spending, higher oil prices, and renewed fears of Federal Reserve rate hikes have completely changed how Wall Street values the AI trade.In this episode:Why Google fell despite record earningsTesla and Intel's surprising selloffsThe $200 billion AI spending problemOil above $100 and inflation risksWhy the Fed may hike instead of cutWhat Microsoft, Meta, Apple and Amazon earnings…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.