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In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker lays out his framework for evaluating the AI trade, describing it as a stool resting on three legs: technological progress, real-world adoption, and the ability to finance the buildout. Two legs he considers extremely strong. On progress, he points to Nvidia's backing of a straight-shot superintelligence effort, ongoing gains in training and model capability, and expectations of highly capable autonomous models at roughly human level, at scale, within a year. On adoption, he cites OpenAI's monthly revenue now exceeding its prior full quarter, Microsoft noting that 90% of cloud demand comes from outside the frontier labs, and Google's 82% cloud growth. Adoption is uneven, concentrated among a relatively small group of heavy users, but strong. Financing is the weak leg and the source of most current fear. Bleeker estimates $700 to $800 billion in AI data center spending this year, growing to roughly $1.2 trillion next year, against a financing ceiling he places somewhere between $1.5 and $2 trillion annually. With 2028 expectations near $1.4 trillion, the market is approaching that ceiling, which is why valuation now dominates stock selection. A company historically worth 15 times earnings trading at 40 times its 2028 or 2029 numbers is hard to defend. He closes with three points: the selloff is likely closer to its end than its beginning, macro risks remain including a possible September rate rise and soft GDP, and for anyone sidelined by prior valuations, this is arguably the most attractive entry point since spring 2025.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

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Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

The move opens contextual opportunities for advertisers by providing a smooth transition into serving real-time content based on personal context when the rollout is complete.

SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled 8% to $115.29 on Wednesday, while the S&P 500 edged up 0.1%.

Can the company keep the momentum going?

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

SAN FRANCISCO, Aug 5 (Reuters) - Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its

SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.

Booking boasts a 20% net margin and $9 billion in free cash flow, while Carvana scales aggressively with 48% revenue growth but thinner margins.

While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

Anthropic is building a team for designing its own custom AI chips. The Claude-maker said it would co-design hardware and models to help its technology run faster and more efficiently.

One early proposal put the package at $36 billion, which would exceed the $35 billion deal closed roughly two months ago

According to the average brokerage recommendation (ABR), one should invest in Alphabet (GOOGL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

SpaceX bears have taken over, with good reason.

The same-day delivery firm will manufacture and operate in-house drones after securing Part 135 certification, as Walmart and Amazon continue expanding their airborne delivery networks.

Self-driving Ubers will be picking up passengers in London within weeks after Transport for London (TfL) awarded them a licence.

Morgan Stanley (MS) is leading a consortium of banks planning to refinance through bond sales $15 bi

Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a pair of founders who may have no intention of answering the phone.

Comic book fans everywhere know that franchise's main maxim: With great power comes great responsibility. The pace and ambition of AI spending at Elon Musk's rocket company are something to behold. SpaceX spent $15.8 billion on AI in the second quarter, up from $7.7 billion in the first quarter, and up from $749 million in the second quarter of 2025.

Index funds typically outperform actively managed ones, but owning funds run by smart people isn't as crazy as folks think. Here are some top picks.

Amazon and Alphabet are smart backdoor ways to gain exposure to Anthropic while owning two AI giants built to win (with or without the start-up).

Canada's Shopify projected current-quarter revenue growth above Wall Street estimates on Wednesday, signaling the company's AI efforts were drawing more merchants ‌to its suite of e-commerce services, sending its U.S.-listed shares up 26% ‌premarket. The company's solid outlook and a second-quarter revenue beat are set to quell investor concerns about growing ​competition from new AI tools targeting small businesses that have dented Shopify's shares. If premarket gains hold, Shopify shares are set to recoup all losses this year.

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FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.

Traders and investment bankers are reigning supreme on Wall Street, at least if you’re judging by their bonuses. The outsize rewards for traders and investment bankers seem all but guaranteed, with big banks raking in bumper profits this year from volatile markets and huge stock offerings, including the stock-market debut of Elon Musk’s   SpaceX and Google parent Alphabet’s  $80 billion equity financing. “Banks are leading the way for the first time in a while,” said Alan Johnson, founder and managing director of Johnson Associates.

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.