Navigating AI's Next Wave After GOOGL & TSLA Raise CapEx

David Wagner explains why Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx. He also breaks down Tesla's (TSLA) earnings miss and its long-term AI strategy after the company posted negative cash flow. Turning to the macro AI impacts, David highlights the future of the data center buildout, along with political and social risks tied to the trade. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about