The Audit Has Begun: Grading AI’s $725 Billion Report Card — Winners, Losers, and the 5% Problem
In Episode 2, we asked whether Big Tech's $725 billion AI bet was a bubble or a breakthrough. Now, six…
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Latest Episode · EP. 7
The Audit Has Begun: Grading AI’s $725 Billion Report Card — Winners, Losers, and the 5% Problem
Tech earnings grew 50% in Q1. Microsoft dropped 11% on a revenue beat. Only 5% of enterprises report real AI returns. Six months after our first Tech episode, we have data — and the picture is more complicated than the headlines.
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This week's briefing.
Inflation Won’t Quit: The Fed’s Dilemma and What It Means for Your Portfolio
The U.S. economy is sending contradictory signals: May payrolls came in at 172,000 — more than double what Wall Street…
34:16
The $700 Billion Bet: Is AI Infrastructure the Greatest Investment in History — or the Most Expensive Hype?
Microsoft, Alphabet, Amazon and Meta have raised their combined AI capital expenditure guidance to $725 billion for 2026 — and…
43:38
21 Miles Wide, $36 Higher: How the Hormuz Crisis and the AI Grid Are Rewriting the Energy Playbook
The Strait of Hormuz — 21 miles wide — has been effectively closed since February 28, triggering the largest oil…
47:35
27% Earnings Growth and the Market Is Still Nervous — Here’s Why
Q1 2026 earnings came in at 27.7% growth — the 11th consecutive quarter of year-over-year expansion and the highest beat…
34:45
Market Overview
As of July 29, 2026 · 10:30 AM ET
| Index | Value | Change |
|---|---|---|
| S&P 500 | 5,278.40 | +0.45% |
| NASDAQ | 16,755.02 | +0.67% |
| DOW JONES | 38,886.57 | +0.32% |
| RUSSELL 2000 | 2,084.45 | +0.15% |
| VIX | 13.42 | -1.52% |
Top Movers
Top Gainers
- NVDA +4.32%
- META +3.21%
- AMZN +2.18%
- AAPL +1.87%
- CRM +1.52%
Top Losers
- XOM -2.35%
- CVX -1.96%
- WMT -1.45%
- KO -1.19%
- PG -0.92%
In-depth analysis.
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