DeepMarket: US Stocks Daily

DeepMarket: US Stocks Daily delivers AI-powered market briefings every trading day. In under 5 minutes, our AI host and analyst break down the key trends, notable stock movements, and risk factors you need to know.Backed by 10,000+ word research reports with full data, charts, and valuation models at deepmarket.report.New episodes published daily before US market open.For informational purposes only. Not personalized investment advice.Full reports and data charts: https://deepmarket.report/en/podcast/us-en?utm_source=podcast&utm_medium=rss_channel&utm_campaign=podcast-us_stocks-en&utm_content=feed-us-en&utm_term=channel_link

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Episodes 100

2026-08-28：Nvidia's $700 Billion Forecast Masks a Looming Warsh-Bessent Collision: Fading the AI Gap Up
2d ago · 5:24
Nvidia just offered Wall Street a number that seems almost too large to model: fiscal 2028 revenue approaching $700 billion. But beneath the AI excitement, a far more complicated question is forming. What happens when Treasury Secretary Scott Bessent pushes long-term yields lower while newly installed Fed Chair Kevin Warsh may prefer tighter policy? With the VIX sitting at just 14.54, is the market quietly mispricing the risk around Jackson Hole? We also examine PayPal's abandoned $53 billion buyout, the technical levels now in play, and why Google's chart is flashing a very different signal f
2026-08-27：NVIDIA's $96 Billion Validation vs. The Treasury's $4 Billion Band-Aid: The Tech Bull Collides With The Bond Reality
3d ago · 5:06
NVIDIA just posted $96.2 billion in quarterly revenue, with data-center sales soaring 117%—so why does the market still see a possible pullback? In this episode, we examine the collision between an AI boom that is spreading into software and a Treasury struggling to contain long-term borrowing costs with a $4 billion buyback. Salesforce’s Agentforce has already reached $1.5 billion in recurring revenue, while Okta is turning AI-agent security into 30% of its bookings. But beneath the excitement, NVIDIA’s margins are plateauing, HP’s hardware margins are quietly shrinking, and a 5.3% thirty-yea
2026-08-26：The $17.1B Meta Settlement and OpenAI's 'Jalapeño' Threat: Why Today's NVDA Print Dictates the 2026 AI Premium
4d ago · 5:43
Nvidia's next earnings report may be less about this quarter's numbers than about who controls the next phase of AI. OpenAI's new Jalapeño chip is posting startling efficiency gains against Nvidia's systems, while Broadcom quietly steps into the custom-silicon spotlight. At the same time, a $17.1 billion Meta settlement could limit the engagement engine that powers its advertising machine, and Intuit's guidance is exposing a consumer software slowdown hiding behind customer growth. Is Western Digital the overlooked winner of the infrastructure cycle, or is the market underestimating the risks?
2026-08-25：Treasury's $1 Trillion Shadow QE Meets "AI-flation" — The 15% Nvidia Hardware Surcharge Nobody Modeled
5d ago · 5:17
What happens when the Treasury tries to steady long-term yields while Nvidia quietly sends a 15% bill to the world's biggest data-center builders? In this episode, we trace the surprising chain reaction from sold-out HBM capacity and nearly $2 million of memory in a single AI rack, to a possible five-billion-dollar premium for every gigawatt of new infrastructure. We also examine why Micron's bullish industry story still meets a bearish chart, why Ford may wear the tariff damage first, and why Visa and Expedia are quietly contradicting the recession narrative. Then comes the question markets m
2026-08-24：The 15% AI Tax: Nvidia Passes the Memory Bill to Hyperscalers as the Bond Market Swallows Treasury Interventions
6d ago · 5:45
Nvidia is raising AI server prices by more than 15 percent—but is that a sign of dominance, or the first invoice for an AI spending problem? As HBM and server DRAM costs surge, one gigawatt of data-center capacity could face roughly five billion dollars in extra expense. Meanwhile, Micron and SanDisk are moving in opposite directions, MicroStrategy is quietly stockpiling 6.69 billion dollars in fiat instead of Bitcoin, and Treasury buybacks struggle to tame long-term yields. Is the market beginning to price in capex exhaustion, peak memory pricing, and a higher cost of capital? We unpack the s
2026-08-21：The "Bessent Put" is Dead on Arrival: Why a $4B Treasury Buyback Can't Save Equities From Walmart's Q4 Price War
9d ago · 6:08
A Treasury buyback was supposed to steady the market. Instead, the 30-year yield climbed back above 5.25%, exposing a fiscal problem that four billion dollars cannot disguise. Then Walmart beat earnings and lost 9%, revealing why a 2.9-billion-dollar tariff refund could ignite a price war across more than 11,000 products. Is the consumer weakening, or is retail preparing for a brutal fight over market share? Meanwhile, Bitcoin cleared 75,000 dollars as billions in short positions vanished, while Nvidia faces a far higher test than its headline revenue target. Can margins survive the next AI sp
2026-08-20：The Treasury's Stealth QE Saves the Long End, Moderna Breaks the Biotech Scale, and Broadcom Bleeds Google to Marvell
10d ago · 5:32
The bond market was sliding, long yields were pressing toward two-decade highs, and then the Treasury stepped in. Did a quiet shift in long-bond buybacks just create a new market backstop, or only buy investors some time? In this episode, DeepMarket follows the trail from a 5.34% 30-year yield to Bitcoin's 11.5% surge, then into Google's move that sent Marvell higher and put Broadcom's custom-silicon moat under fresh scrutiny. We also unpack Moderna's astonishing 177% re-rating after its melanoma breakthrough, why the next opportunity may not be Moderna itself, and why Walmart's impressive buy
2026-08-19：The AI Hardware Trap: Why Fabrinet's 45% Growth Triggered a 20% Crash While 30-Year Yields Break 5.3%
11d ago · 5:42
Fabrinet delivered the kind of quarter investors usually celebrate: revenue up 45 percent, earnings ahead of estimates, and data-center demand surging. Then the stock lost a fifth of its value. What did the market see that the headline numbers missed? In this episode, we examine the free-cash-flow trap spreading through AI optics, why a 29 billion dollar SK Hynix share cancellation could quietly strengthen Micron's case, and why Analog Devices still cannot prove the industrial recovery on the chart. We also uncover the 994 million dollar twist behind Target's earnings miracle, while Lowe's rev
2026-08-18：5.3% is the New Gravity: How $91 Crude and a Dead Ceasefire Just Broke the AI Hardware Trade
12d ago · 5:13
A 5.3% long-bond yield, a ceasefire that has collapsed, and only six ships crossing the Strait of Hormuz: is the market witnessing a routine rotation, or the end of the easy AI trade? We examine why Marvell and Western Digital are being sold despite constructive charts, why Exxon may be gaining a risk premium that does not disappear with one diplomatic headline, and how SpaceX's $60 billion Cursor acquisition could turn a rocket company into an enterprise AI heavyweight. Then comes the overlooked pressure point: a 50% Canadian tariff and a Home Depot earnings beat powered by higher prices whil
2026-08-17：Nvidia Shrinks Its Balance Sheet: Why Slashing the $250B OpenAI Guarantee Marks the End of Vendor-Financed AI
13d ago · 5:24
Nvidia just cut a proposed OpenAI guarantee from $250 billion to under $120 billion, yet it is still putting $1.5 billion into the Ohio AI build-out. Is that a retreat from AI financing, or the first sign that power, not GPUs, now controls the next phase of the trade? We follow the ripple effects through optical networking, where Lumentum's chart is constructive while Coherent tells a sharply different story. Then the plot shifts to a consumer pulling back: retail sales fell 0.6%, sentiment hit 51, and inflation expectations rose to 4.3%. Add a $2 trillion AI valuation based on 2028 revenue an
2026-08-13：The AI Capex Divergence: Intel Dilutes to Survive at $95 While Optical Networks (LITE) Print 50% Margins on AI Datacenter Demand
17d ago · 5:14
AI spending is accelerating, but the winners may not be where investors expect. In this episode, we examine how Lumentum crossed one billion dollars in quarterly revenue while printing a 50.4 percent gross margin, and why that could signal a power shift from GPUs to optical networks. Then comes Intel's 20 billion dollar equity raise: a balance-sheet rescue, a dilution trap, or both? We also unpack Super Micro's 60 billion dollar backlog, Amazon's quiet institutional vote of confidence, and the strange oil market ignoring a 5.5 million barrel-a-day supply shock. With inflation still sticky bene
2026-08-12：Compute Is Now an Asset Class: Nvidia's $500B Wall Street Consortium Signals the End of the AI Equity-Only Phase
18d ago · 6:09
Nvidia’s next AI move may be bigger than a chip launch: a Wall Street consortium is preparing to mobilize more than $500 billion, turning compute into something closer to a financeable utility asset. But who ultimately carries the risk when GPUs age quickly and AI usage slows? We trace the surprising winners in the physical AI race, from Super Micro’s roughly $60 billion backlog and 17.5% gross margin to Fermi’s $6.5 billion lease for 222 megawatts of scarce power. Then comes the twist: Nvidia’s own chart is not confirming the breakout. With yields near 4.67%, oil near $89, and inflation in fo
2026-08-11：The AI Trade Just Became a Credit Market: Nvidia's $500B Infrastructure Debt Pivot Signals the End of Equity-Only Scaling
19d ago · 4:58
The AI boom may have crossed an invisible line. Nvidia is not simply selling chips anymore: a $500 billion private-credit machine is being assembled around the infrastructure buyers need, while Nvidia reportedly guarantees part of the hardware's future value. Is that demand creation, or a new balance-sheet risk investors have not fully priced? Elsewhere, a Bitcoin miner just landed a $9.1 billion AI contract, Intel is diluting shareholders to fund its foundry ambitions, and gold has pushed above $4,412 as crude hovers near $88 ahead of CPI. Meanwhile, the S&P 500 sits close to records. Can mom
2026-08-10：Bad News is the New Liquidity: How a Shock 23K Job Contraction Just Built the Ultimate Fed Put for Equities
20d ago · 4:18
A surprise loss of 23,000 jobs should have rattled equities. Instead, it may have built the market’s newest safety net. Is Wall Street quietly pricing in a Fed pivot—or overlooking an inflation trap waiting in this week’s CPI and PPI data? We follow the clues: Meta’s new local AI model could shift billions in cloud-compute economics, CoreWeave’s 99.4 billion dollar backlog faces its first real profitability test, and Blackstone is paying a stunning 96 percent premium for a luxury-yacht retailer. Meanwhile, the VIX sits near 14.9, calm enough to fuel buying but fragile enough to expose crowded
2026-08-06：The Capex Reaper Comes for AI: SpaceX’s $15.8B Cash Burn and Today's 911M Share Unlock Threaten to Break the Nasdaq
24d ago · 5:37
SpaceX just delivered explosive revenue growth, so why did the stock fall more than 13%? The answer may lie in a startling AI math problem: roughly six dollars of capital spending for every dollar of AI revenue, followed by a 911 million share unlock worth about $116 billion. But the real twist is broader. Is Wall Street quietly abandoning infrastructure spenders for AI companies that can prove customer returns? Palantir’s 149% US commercial growth says yes, while SanDisk’s 78.4% margin raises a very different question: has the memory supercycle already peaked? Add weak hiring, stubbornly high
2026-08-05：Palantir's 155% "Rule of 40" Breaks the Tech Multiples Model While SpaceX's $15.8B AI Capex Spooks the Pre-Market
25d ago · 6:18
The S&P 500 hits a record, the Nasdaq surges, and yet the VIX rises alongside them. Beneath the celebration, Wall Street may be telling a much more complicated story. Palantir just delivered a stunning 155% Rule of 40 score and a near-30% stock jump, but its RSI has climbed to 91. AMD doubled data-center revenue, then dropped nearly 9% after hours. And SpaceX faces an August 6 lockup event that could release 911.5 million shares, while a mysterious buyer accumulates nearly $20 million in calls that would need the stock to almost triple in days. Is this AI’s next breakout, or a new test of cash
2026-08-04：Palantir's 47% Core Operating Margin Proves AI Monetization is Real — While SpaceX's $13B Capex Bill Tests Market Patience
26d ago · 5:46
A market sitting just a breath below a record has chosen its favorite AI story, but the details are far less comfortable than the headlines. Palantir delivered 149% U.S. commercial growth and a remarkable 47% operating margin, offering rare evidence that AI software can scale without sacrificing cash flow. Then comes the twist: SpaceX faces a projected $12.94 billion quarterly capex bill and a lock-up expiration that could triple its public float. Is this the moment AI infrastructure proves its worth, or reveals its price? We also unpack AMD’s 125% year-to-date run, Boeing’s long-awaited MAX-7
2026-08-03：The Great AI Bifurcation: Why Hyperscaler Capex Burners Are Plunging While Silicon-Integrated Clouds Inherit the Earth
27d ago · 5:54
AI is not fading. It is splitting into two radically different markets. Amazon's AI revenue has crossed a $15 billion run rate, while its custom-chip business has surged past $20 billion. Across the divide, Meta's free cash flow has fallen about 91% even as it prepares to spend as much as $145 billion on AI infrastructure. Then comes the twist: the most direct beneficiaries may not be software companies or chipmakers at all. Bloom Energy's revenue jumped about 165%, Eaton raised guidance, and the real constraint may be electricity. Add a divided Fed, a 5.2% 30-year Treasury yield, and a GameSt
2026-07-31：The Capex Paradox: Amazon’s -$7.6B FCF Yields 37% AWS Growth While Apple’s Hardware Margins Mask Forward Deceleration
1mo ago · 6:03
Apple delivered record revenue, yet its margin may be hiding a two-percentage-point tariff refund—and investors responded with a 6.65% after-hours drop. Amazon broke through $200 billion in quarterly revenue, while its AI buildout helped push trailing free cash flow to negative $7.6 billion. Is that a temporary investment phase, or the beginning of a valuation problem? Meanwhile, Intel’s shocking $11 billion loss concealed a non-cash accounting charge, just as its AI data-center business surged 59%. Add a 30-year Treasury yield above 5.2%, a fractured Fed vote, and an S&P 500 pressing against
2026-07-30：The AI Monolith Fractures: Microsoft's Azure Acceleration Masks Meta's 91% FCF Collapse Under the Shadow of Warsh's 'Hawkish Hold'
1mo ago · 5:41
Microsoft just proved that AI infrastructure can produce immediate returns, with Azure growing 43 percent and its run rate crossing $100 billion. So why does the report still see a tactical short setup in the stock? The answer sits at the intersection of fragile technical momentum, a Fed that has abandoned forward guidance, and long-bond yields at 19-year highs. Then there is Meta: an adjusted earnings beat hiding behind a headline miss, yet free cash flow collapsed 91 percent as AI spending surged toward $145 billion. Is the market finally drawing a line on AI CapEx? We also trace the quieter
2026-07-29：The Capex Rebellion: Why Wall Street is Rotating From AI Infrastructure Builders to Capital Discipline Ahead of Today's Fed Decision
1mo ago · 4:54
Wall Street built an AI empire on one dangerous assumption: spending first would be rewarded later. Now, with Microsoft approaching 190 billion dollars in projected capex and Meta aiming as high as 145 billion, investors want proof that the machines are producing more than impressive headlines. Why is Apple, with roughly 140 billion dollars in expected free cash flow, suddenly the market’s favorite contrarian AI trade? Why did a Chinese lithography headline erase about 60 billion euros from ASML’s value, even as the production gap remains enormous? And why is Micron’s oversold chart still flas
2026-07-28：The Circular AI Economy: Nvidia's $250B OpenAI Backstop Meets Meta's CapEx Wall
1mo ago · 5:39
A $250 billion guarantee. Another $350 billion for chips. And a customer without an investment-grade credit rating sitting at the center of the AI boom. Is Nvidia selling the future of computing, or quietly financing it? In this episode, DeepMarket follows the circular money trail behind OpenAI’s proposed Ohio data center and asks why Nvidia’s four percent drop may be about revenue quality, not chip demand. Then the focus shifts to Meta and Microsoft, where enormous growth could be overshadowed by a combined spending wave that puts free cash flow on trial. Plus: a Chinese DRAM challenger nears
2026-07-27：The Relief Rally Trap: Fading the S&P 500 as AI Capex Fatigue Eclipses $83 Crude
1mo ago · 5:02
Oil plunges 7%, the S&P 500 steadies near 7,412, and Wall Street suddenly looks ready to celebrate. But beneath that calm surface, a stranger rotation is underway: cardboard makers International Paper and Smurfit Westrock jump about 11% while AI infrastructure names CoreWeave and Nebius slide sharply. Is the market abandoning the AI trade, or merely repricing its most vulnerable middlemen? We unpack AT&T’s startling 240-times speedup using D-Wave, the 34% market-implied chance of a Fed rate hike, and why a cheap-oil boost may not solve tech’s much larger capex problem. Plus, the technical leve
2026-07-23：The First Negative Cash Flow Since 2004: Alphabet and Tesla Reveal the Brutal Bill for the AI Capex Cycle
1mo ago · 5:43
The AI boom just hit a new phase, and the bill is larger than the market expected. Alphabet delivered explosive revenue growth, yet posted negative free cash flow for the first time since its IPO, while guiding capex as high as two hundred five billion dollars. Tesla is making a similar bet, with margins squeezed to one point four percent as Robotaxi and Optimus spending accelerates. But the twist is that not every AI name is cracking. ServiceNow is monetizing AI with forty percent EBITDA margins, Qualcomm may be sneaking into the data center chip race through ByteDance, and SanDisk is riding
2026-07-22：SMCI's Margin Miracle and Nvidia's Neocloud Play Prove the Hardware Cycle is Alive, But the Hyperscaler Capex Bill Comes Due Today
1mo ago · 5:33
A server maker misses the spirit of a growth trade, then rallies anyway. Nvidia buys a piece of the cloud layer and suddenly the AI story looks less like a chip boom and more like a self-funded empire. But beneath the excitement, a harder question is surfacing: who actually earns money from this capex explosion, and who just reports beautiful headline numbers while free cash flow disappears? In this episode, we unpack SMCI's margin shock, Nvidia's Nebius move, why Alphabet's earnings may be more illusion than insight, and why Tesla could face a much tougher test than its delivery numbers sugge

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Episodes 100

2026-08-28：Nvidia's $700 Billion Forecast Masks a Looming Warsh-Bessent Collision: Fading the AI Gap Up

2026-08-27：NVIDIA's $96 Billion Validation vs. The Treasury's $4 Billion Band-Aid: The Tech Bull Collides With The Bond Reality

2026-08-26：The $17.1B Meta Settlement and OpenAI's 'Jalapeño' Threat: Why Today's NVDA Print Dictates the 2026 AI Premium

2026-08-25：Treasury's $1 Trillion Shadow QE Meets "AI-flation" — The 15% Nvidia Hardware Surcharge Nobody Modeled

2026-08-24：The 15% AI Tax: Nvidia Passes the Memory Bill to Hyperscalers as the Bond Market Swallows Treasury Interventions

2026-08-21：The "Bessent Put" is Dead on Arrival: Why a $4B Treasury Buyback Can't Save Equities From Walmart's Q4 Price War

2026-08-20：The Treasury's Stealth QE Saves the Long End, Moderna Breaks the Biotech Scale, and Broadcom Bleeds Google to Marvell

2026-08-19：The AI Hardware Trap: Why Fabrinet's 45% Growth Triggered a 20% Crash While 30-Year Yields Break 5.3%

2026-08-18：5.3% is the New Gravity: How $91 Crude and a Dead Ceasefire Just Broke the AI Hardware Trade

2026-08-17：Nvidia Shrinks Its Balance Sheet: Why Slashing the $250B OpenAI Guarantee Marks the End of Vendor-Financed AI

2026-08-13：The AI Capex Divergence: Intel Dilutes to Survive at $95 While Optical Networks (LITE) Print 50% Margins on AI Datacenter Demand

2026-08-12：Compute Is Now an Asset Class: Nvidia's $500B Wall Street Consortium Signals the End of the AI Equity-Only Phase

2026-08-11：The AI Trade Just Became a Credit Market: Nvidia's $500B Infrastructure Debt Pivot Signals the End of Equity-Only Scaling

2026-08-10：Bad News is the New Liquidity: How a Shock 23K Job Contraction Just Built the Ultimate Fed Put for Equities

2026-08-06：The Capex Reaper Comes for AI: SpaceX’s $15.8B Cash Burn and Today's 911M Share Unlock Threaten to Break the Nasdaq

2026-08-05：Palantir's 155% "Rule of 40" Breaks the Tech Multiples Model While SpaceX's $15.8B AI Capex Spooks the Pre-Market

2026-08-04：Palantir's 47% Core Operating Margin Proves AI Monetization is Real — While SpaceX's $13B Capex Bill Tests Market Patience

2026-08-03：The Great AI Bifurcation: Why Hyperscaler Capex Burners Are Plunging While Silicon-Integrated Clouds Inherit the Earth

2026-07-31：The Capex Paradox: Amazon’s -$7.6B FCF Yields 37% AWS Growth While Apple’s Hardware Margins Mask Forward Deceleration

2026-07-30：The AI Monolith Fractures: Microsoft's Azure Acceleration Masks Meta's 91% FCF Collapse Under the Shadow of Warsh's 'Hawkish Hold'

2026-07-29：The Capex Rebellion: Why Wall Street is Rotating From AI Infrastructure Builders to Capital Discipline Ahead of Today's Fed Decision

2026-07-28：The Circular AI Economy: Nvidia's $250B OpenAI Backstop Meets Meta's CapEx Wall

2026-07-27：The Relief Rally Trap: Fading the S&P 500 as AI Capex Fatigue Eclipses $83 Crude

2026-07-23：The First Negative Cash Flow Since 2004: Alphabet and Tesla Reveal the Brutal Bill for the AI Capex Cycle

2026-07-22：SMCI's Margin Miracle and Nvidia's Neocloud Play Prove the Hardware Cycle is Alive, But the Hyperscaler Capex Bill Comes Due Today

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Episodes 100

2026-08-28：Nvidia's $700 Billion Forecast Masks a Looming Warsh-Bessent Collision: Fading the AI Gap Up

2026-08-27：NVIDIA's $96 Billion Validation vs. The Treasury's $4 Billion Band-Aid: The Tech Bull Collides With The Bond Reality

2026-08-26：The $17.1B Meta Settlement and OpenAI's 'Jalapeño' Threat: Why Today's NVDA Print Dictates the 2026 AI Premium

2026-08-25：Treasury's $1 Trillion Shadow QE Meets "AI-flation" — The 15% Nvidia Hardware Surcharge Nobody Modeled

2026-08-24：The 15% AI Tax: Nvidia Passes the Memory Bill to Hyperscalers as the Bond Market Swallows Treasury Interventions

2026-08-21：The "Bessent Put" is Dead on Arrival: Why a $4B Treasury Buyback Can't Save Equities From Walmart's Q4 Price War

2026-08-20：The Treasury's Stealth QE Saves the Long End, Moderna Breaks the Biotech Scale, and Broadcom Bleeds Google to Marvell

2026-08-19：The AI Hardware Trap: Why Fabrinet's 45% Growth Triggered a 20% Crash While 30-Year Yields Break 5.3%

2026-08-18：5.3% is the New Gravity: How $91 Crude and a Dead Ceasefire Just Broke the AI Hardware Trade

2026-08-17：Nvidia Shrinks Its Balance Sheet: Why Slashing the $250B OpenAI Guarantee Marks the End of Vendor-Financed AI

2026-08-13：The AI Capex Divergence: Intel Dilutes to Survive at $95 While Optical Networks (LITE) Print 50% Margins on AI Datacenter Demand

2026-08-12：Compute Is Now an Asset Class: Nvidia's $500B Wall Street Consortium Signals the End of the AI Equity-Only Phase

2026-08-11：The AI Trade Just Became a Credit Market: Nvidia's $500B Infrastructure Debt Pivot Signals the End of Equity-Only Scaling

2026-08-10：Bad News is the New Liquidity: How a Shock 23K Job Contraction Just Built the Ultimate Fed Put for Equities

2026-08-06：The Capex Reaper Comes for AI: SpaceX’s $15.8B Cash Burn and Today's 911M Share Unlock Threaten to Break the Nasdaq

2026-08-05：Palantir's 155% "Rule of 40" Breaks the Tech Multiples Model While SpaceX's $15.8B AI Capex Spooks the Pre-Market

2026-08-04：Palantir's 47% Core Operating Margin Proves AI Monetization is Real — While SpaceX's $13B Capex Bill Tests Market Patience

2026-08-03：The Great AI Bifurcation: Why Hyperscaler Capex Burners Are Plunging While Silicon-Integrated Clouds Inherit the Earth

2026-07-31：The Capex Paradox: Amazon’s -$7.6B FCF Yields 37% AWS Growth While Apple’s Hardware Margins Mask Forward Deceleration

2026-07-30：The AI Monolith Fractures: Microsoft's Azure Acceleration Masks Meta's 91% FCF Collapse Under the Shadow of Warsh's 'Hawkish Hold'

2026-07-29：The Capex Rebellion: Why Wall Street is Rotating From AI Infrastructure Builders to Capital Discipline Ahead of Today's Fed Decision

2026-07-28：The Circular AI Economy: Nvidia's $250B OpenAI Backstop Meets Meta's CapEx Wall

2026-07-27：The Relief Rally Trap: Fading the S&P 500 as AI Capex Fatigue Eclipses $83 Crude

2026-07-23：The First Negative Cash Flow Since 2004: Alphabet and Tesla Reveal the Brutal Bill for the AI Capex Cycle

2026-07-22：SMCI's Margin Miracle and Nvidia's Neocloud Play Prove the Hardware Cycle is Alive, But the Hyperscaler Capex Bill Comes Due Today

Podcast 森辺一樹のグローバル・マーケティング〜すべてはアジアで売るために〜