Exploring Big Tech Capex Spending Just Flipped
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- CNBC's Deirdre Bosa reports on news regarding a surge in
- CNBC's Deirdre Bosa joins 'Money Movers' to report on the battle over AI's path forward.
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Get my free newsletter Letters From a Heretic: https://go.heresy.financial/letters-from-a-heretic TIMECODES 00:00 The AI Bubble ... PLTR, MU, META compute leasing, and the software bounce: Shay added to Palantir in the $115 range as Alex Carp's CNBC ... Gene Munster, Deepwater, joins 'Fast Money' to talk his takeaways from the recent slate of InvestingPro Early Black Friday Sale: Save 55% + an extra 15% through my link: https://bit.ly/investingpro OpenAI lost over $12 ...
Video Details About This Video Amazon, Microsoft, Meta, and Google plan about $650 billion in 2026
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