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

EPISODE · Feb 6, 2026 · 38 MIN

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.

What this episode covers

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.

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

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Frequently Asked Questions

How long is this episode of The Financial Exchange Show?

This episode is 38 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on February 6, 2026.

What is this episode about?

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...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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