SpaceX, Apple, and Rates

This week had three big tells. Capital is flooding into AI harder than ever, the Fed just got less room to ease, and the next wave of headline IPOs could create more volatility than long-term value.SpaceX IPO setupSpaceX and the AI capital burnApple's AI reality checkTim Cook hands off the AI narrativeAI economics are shiftingSemis, hardware, and supply-chain winnersFundraising pressure in AIFed, jobs, and the rate resetConsumers and oil are the watchpointsRetail speculation is heating up againThis podcast was created with Podkey. Make your own at https://podkey.fm