EPISODE · Jun 24, 2026 · 6 MIN
Should investors continue to use AI providers as a Source of Funds for AI adopters?
from The Macro Minute with Darius Dale · host 42 Macro
Rising compute costs and slowing returns on AI infrastructure spending may pressure the margins of AI providers while creating opportunities among AI adopters. We also discuss the significance of Micron’s earnings, the recent semiconductor “chip-wreck,” and why the long-term Source of Funds trade could drive a multi-year convergence in productivity, profitability, and valuations across global markets.
What this episode covers
The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
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Should investors continue to use AI providers as a Source of Funds for AI adopters?
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