
Closing Bell Overtime 2/6/26
Closing Bell
00:00
AI CapEx: Long-Term Investment Thesis
Daniel Flax explains hyperscaler CapEx, cloud monetization, and why AI spending can create durable shareholder value.
Play episode from 04:40
Transcript

Daniel Flax explains hyperscaler CapEx, cloud monetization, and why AI spending can create durable shareholder value.