Big Tech’s earnings season is delivering record numbers — but the market isn’t impressed. Their spending plans spook investors that scream: “Stop spending.” This tension is now the defining theme of the AI trade. Tech giants argue they must invest to meet soaring demand and AI-fueled computing needs, while investors are drawing the line. Even stellar earnings can’t always keep stocks aloft if the market fears overextension. Elsewhere, the gold and silver are under pressure again while the euro and sterling are losing ground versus a broadly bid Us dollar in the ECB and BoE meetings. Watch the full episode to find out more!
Intro0:58 Tech rout deepends
1:37 Google spending cast shadow on blockbuster results
2:35 What does it mean for AI, tech stocks?
4:56 US ADP data prints weak number
7:12 USD gains, EUR & GBP retreat into ECB, BoE verdicts










