Closing Bell cover image

Closing Bell: Live From the Sohn Conference 5/12/26

Closing Bell

00:00

Einhorn on AI profits and cost amortization

David Einhorn explains how enterprise CapEx accounting shifts profits to vendors and masks costs for buyers, creating transfers across firms.

Play episode from 28:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app