AI: The Big Spend - 01/29/26

The market just got rocked by Big Tech earnings, and today's price action is forcing a serious rethink of the AI narrative. In this episode, we break down the latest results from the tech giants that crushed the market today and ask the question everyone's dancing around: Is the massive AI spending spree finally slowing down—or are the real profits just getting started?

We'll dig into what the numbers actually say about capex, margins, and return on investment, and how Wall Street is reacting beneath the surface. We'll also cover earnings from Tesla and Apple, and explain why their results matter far beyond their own stock charts.

If you're trading tech, following AI, or trying to understand where market leadership goes next, this episode is a must.

Listen now:👉 AI: The Big Spend Inside the episode:

• What Big Tech earnings reveal about AI spending
• Is AI capex peaking—or setting up the next growth phase?
• When (and where) AI profits may finally show up
• Tesla and Apple earnings: key takeaways and market reaction
• What traders should watch as tech volatility expands

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