Introduction:

In today’s episode, we delve into major developments shaping the tech and economic landscape. First, we explore the AI sector’s staggering $1 trillion spending spree, highlighting concerns from Wall Street about "circular revenue deals" and vendor financing that may signal a looming bubble. We discuss why this massive investment isn’t yet translating into profits and what it means for the stability of soaring tech valuations. Next, we examine the impact of new US tariffs that are driving construction costs higher, creating an "uncertainty tax" on housing. This squeeze on homebuilder profits threatens housing affordability and the stability of the construction industry. Finally, we analyze the recent $8.5 billion deal between the US and Australia to establish a non-China rare earth supply chain, a strategic move that has sent commodity stocks soaring. We unpack the significance of this "friend-shoring" strategy for supply chain security and the green transition.

Content and Timestamp:

00:00:36 Is the AI Boom a Bubble? Experts Weigh In on Billions in Spending

00:06:47 New Tariffs Add $150,000 to Home Build, Threatening US Housing Market

00:11:01 Morning Squawk: AWS Outage, Apple's AI Boost, GM's Strong Earnings, Government Shutdown Hopes, and US-Australia Rare Earth Deal

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