EPISODE · Jul 21, 2026 · 44 MIN
No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
from The Exchange · host CNBC
Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown. With $77 billion in AI related-debt raised in June, should investors prepare for another credit boom/bust cycle? Plus, the Pentagon asks for $67 billion in immediate funding as the war in Iran drains coffers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown. With $77 billion in AI related-debt raised in June, should investors prepare for another credit boom/bust cycle? Plus, the Pentagon asks for $67 billion in immediate funding as the war in Iran drains coffers.
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No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
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