Amazon’s $200B AI Bet, Software Selloff & The Hidden Risk in Private Credit

from The Financial Exchange Show · host The Financial Exchange Network

Chuck Zodda and Mike Armstrong break down Amazon’s earnings stumble and the shockwave from $200 billion in AI capital spending, questioning whether massive data-center buildouts are racing far ahead of real demand. The hour also examines software commoditization, private credit exposure to tech, growing risks inside insurance balance sheets, and why “doing nothing” only works if portfolios were built with intention in the first place.

Episode metadata supplied by the publisher feed · Published Feb 6, 2026

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Amazon’s $200B AI Bet, Software Selloff & The Hidden Risk in Private Credit

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This episode was published on February 6, 2026.

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