Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap

On this episode of The Weekly Wrap, Steve Eisman breaks down the recent market correction, rising inflation, and why AI may be transforming tech from a capital-light industry into one that requires trillions in ongoing investment. He also examines major developments involving Google, OpenAI, Oracle, SoftBank, Apple, private equity, and private credit, while exploring the growing role of addiction-driven business models across technology and consumer products. 00:00 - Intro 00:58 - Why We Record on Thursdays 02:10 - The Recent Market Correction 03:55 - Google Raising $85 Billion 05:34 - SoftBank, Oracle, & Supermicro 09:19 - My Personal Portfolio 09:42 - AI Capex Spending & OpenAI Cutting Prices 11:20 - Our Deep Dive Into Citigroup 11:49 - Inflation Numbers & K-Shaped Economy Updates 12:56 - Iran War Updates 13:28 - Anthropic, OpenAI, SpaceX, & Google 14:14 - Apple's AI Strategy 15:03 - AI Addiction 18:05 - Private Equity Updates 21:30 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices