Travis Hoium
Motley Fool contributor and recurring guest who provides analysis on tech and market trends, with emphasis on valuation and industry structure.
Best podcasts with Travis Hoium
Ranked by the Snipd community
Feb 9, 2026 • 26min
AI Capex Is Off the Charts: Who Stands to Lose?
Travis Hoium, tech analyst focused on valuation and industry structure, and Jason Hall, market analyst who tracks corporate strategy and financial risk. They dig into massive AI capex — roughly $400B — and which companies could be vulnerable. Short takes on sharp drops at Kyndryl and monday.com, debt-fueled builds at CoreWeave, and Oracle’s big infrastructure push.
