Maggie Lake Talking Markets  cover image

Episode 28: The New Fed Chair is Oil. With Peter Boockvar

Maggie Lake Talking Markets

00:00

Gen AI's Impact on Free Cash Flow

Peter explains hyperscalers' deteriorating free cash flow from heavy AI spending and investor re-rating pressures.

Play episode from 01:30
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