The Fed, AI CapEx, and the Big Tech Earnings

What this episode covers

00:00 Introduction to the Nobody Knows Podcast26:32 Federal Reserve Meeting Insights29:43 Jerome Powell's Leadership and Challenges35:21 Market Dynamics and Economic Indicators36:38 Oil Prices and Economic Implications40:08 CapEx and AI Spending Trends43:41 Meta's Earnings and Market Sentiment47:46 Google's Revenue Backlog and Future Earnings50:49 Microsoft's Earnings and Market PositionDisclaimer: The content provided in this podcast is for informational, educational, and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed constitutes a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves significant risk, including the potential loss of principal, and past performance is not indicative of future results. No fiduciary relationship is established hereby, and all opinions expressed are solely those of the participants and do not reflect the views of any affiliated organizations. Hosts or guests may hold positions in the assets discussed. You should conduct your own independent research and consult with a licensed financial advisor or tax professional before making any investment decisions tailored to your specific financial situation.

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Frequently Asked Questions

How long is this episode of Nobody Knows?

This episode is 54 minutes long.

When was this Nobody Knows episode published?

This episode was published on May 3, 2026.

What is this episode about?

00:00 Introduction to the Nobody Knows Podcast26:32 Federal Reserve Meeting Insights29:43 Jerome Powell's Leadership and Challenges35:21 Market Dynamics and Economic Indicators36:38 Oil Prices and Economic Implications40:08 CapEx and AI Spending...

Can I download this Nobody Knows episode?

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