Intro

Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Beyers to talk through the numbers and name two that may be at risk.

Jason Hall, Travis Hoium, and Tim Beyers discuss:

- Fallout from quarterly reports from Kyndryl (KD) and monday..com (MNDY) and what may be next for both.

- Why the capex spending won't slow anytime soon.

- Whether the debt-fueled growth at CoreWeave (CRWV) and Oracle (ORCL) is sustainable over the long term.

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Companies discussed: KD, MNDY, GOOG, AMZN, CRWV, ORCL

Host: Tim Beyers

Guests: Jason Hall, Travis Hoium

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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