How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In episode artwork

EPISODE · Sep 2, 2026 · 45 MIN

How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In

from Investtalk · host Investtalk

This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already planning AI-driven layoffs and SoftBank seeking another $10 billion loan just for OpenAI exposure, investors need to think hard about where the real returns will flow.Today's Stocks & Topics: SLB N.V. (SLB), Market Wrap, HF Sinclair Corporation (DINO), Congress and Health Insurance, STAG Industrial, Inc. (STAG), How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In, Risk of Losing Money if ETFs Fails, A. O. Smith Corporation (AOS), McDonald's Corporation (MCD), Japanese Government Bond Yield increased.Our Sponsors:* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Episode metadata supplied by the publisher feed · Published Sep 2, 2026

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How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In

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