The market still wants more AI, more power, more chips, and more leverage. The problem is that all of it now comes with a much bigger price tag and a much thinner margin for error.<ul><li>SpaceX IPO shockwave</li><li>The real AI trade</li><li>Power bottlenecks and who benefits</li><li>Semis and token spending reality check</li><li>Security, liquidity, and leverage</li><li>Oil, inflation, and sentiment risk</li><li>Watch list</li></ul> This podcast was created with Podkey. Make your own at <a href="https://podkey.fm">https://podkey.fm</a>

The market still wants more AI, more power, more chips, and more leverage. The problem is that all of it now comes with a much bigger price tag and a much thinner margin for error.SpaceX IPO shockwaveThe real AI tradePower bottlenecks and who benefitsSemis and token spending reality checkSecurity, liquidity, and leverageOil, inflation, and sentiment riskWatch listThis podcast was created with Podkey. Make your own at https://podkey.fm

The market still wants more AI, more power, more chips, and more leverage. The problem is that all of it now comes with a much bigger price tag and a much thinner margin for error.<ul><li>SpaceX IPO shockwave</li><li>The real AI trade</li><li>Power bottlenecks and who benefits</li><li>Semis and token spending reality check</li><li>Security, liquidity, and leverage</li><li>Oil, inflation, and sentiment risk</li><li>Watch list</li></ul> This podcast was created with Podkey. Make your own at <a href="https://podkey.fm" rel="noopener noreferrer">https://podkey.fm</a>

AI Buildout, SpaceX, Oil

Daily summary of the market, as told by CNBC.This feed was made with <a href="https://podkey.fm">Podkey</a>. It's based on the content from the following sources:<ul><li><a href="https://www.cnbc.com/">Closing Bell</a></li><li><a href="https://www.cnbc.com/">CNBC&#39;s &quot;Fast Money&quot;</a></li><li><a href="https://www.cnbc.com/">CNBC’s “Money Movers”</a></li><li><a href="https://www.cnbc.com/">Halftime Report</a></li><li><a href="https://www.cnbc.com/">Power Lunch</a></li><li><a href="https://www.cnbc.com/">Squawk on the Street</a></li><li><a href="https://www.cnbc.com/">Squawk Pod</a></li><li><a href="https://www.cnbc.com/">The Exchange</a></li><li><a href="https://www.cnbc.com/">Worldwide Exchange</a></li></ul><a href="https://podkey.fm/feed/qakrGbeMOBYL4ZIY#The_Daily_Drawdown">View this feed</a> in Podkey, or create your own at <a href="https://podkey.fm">https://podkey.fm</a>

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Daily summary of the market, as told by CNBC. This feed was made with Podkey. It's based on the content from the following sources:Closing BellCNBC's "Fast Money"CNBC’s “Money Movers”Halftime ReportPower LunchSquawk on the StreetSquawk PodThe ExchangeWorldwide ExchangeView this feed in Podkey, or create your own at https://podkey.fm

Daily summary of the market, as told by CNBC.This feed was made with <a href="https://podkey.fm" rel="noopener noreferrer">Podkey</a>. It's based on the content from the following sources:<ul><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">Closing Bell</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">CNBC's "Fast Money"</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">CNBC’s “Money Movers”</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">Halftime Report</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">Power Lunch</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">Squawk on the Street</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">Squawk Pod</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">The Exchange</a></li><li><a href="https://www.cnbc.com/" rel="noopener noreferrer">Worldwide Exchange</a></li></ul><a href="https://podkey.fm/feed/qakrGbeMOBYL4ZIY#The_Daily_Drawdown" rel="noopener noreferrer">View this feed</a> in Podkey, or create your own at <a href="https://podkey.fm" rel="noopener noreferrer">https://podkey.fm</a>

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AI Buildout, SpaceX, Oil

AI Buildout, SpaceX, Oil