EPISODE · Jun 25, 2026 · 8 MIN
Wall Street FINALLY QUESTIONS The AI BOOM...
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
Alphabet and Amazon just led a massive AI sector selloff, but Wall Street may be missing the bigger story.Behind the headlines about executive departures lies a much deeper problem: Big Tech is spending hundreds of billions on AI infrastructure while consumer revenues struggle to keep pace.In this episode of Wall Street Truth Bombs, we break down:✅ Google's AI talent exodus✅ The $400 billion AI infrastructure gamble✅ Why Goldman Sachs is warning about returns✅ The growing AI CapEx wall✅ What investors should watch nextThe AI boom isn't ending—but the easy money phase may be.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.#ai #google #amazon #openai #anthropic #stockmarket #investing #wallstreet #techstocks #artificialintelligenceSupport the show
What this episode covers
Alphabet and Amazon just led a massive AI sector selloff, but Wall Street may be missing the bigger story. Behind the headlines about executive departures lies a much deeper problem: Big Tech is spending hundreds of billions on AI infrastructure while consumer revenues struggle to keep pace. In this episode of Wall Street Truth Bombs, we break down: ✅ Google's AI talent exodus ✅ The $400 billion AI infrastructure gamble ✅ Why Goldman Sachs is warning about returns ✅ The growing AI CapEx wal...
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Wall Street FINALLY QUESTIONS The AI BOOM...
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