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Motley Fool Money - AI Capex Is Off the Charts: Who Stands to Lose?

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.


Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!


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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The Journal. - AI Bots Have Social Media Now. It Got Weird Fast.

There’s a new social media platform for AI agents, but things are getting weird. It’s called Moltbook, and agents use it to apparently talk about things like coding and dating profiles, but also about overthrowing their human overlords and forming their own lobster religion. Initially, Moltbook shocked even some of the most experienced AI researchers, but how much of that is just humans messing around? WSJ’s Angel Au Yeung explains what’s actually happening on the site and how it came to be. Ryan Knuston hosts.


Further Listening:

Vibe Coding Could Change Everything 

AI Has Come for Advertising

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The Bulwark Podcast - Bill Kristol: MAGA’s Grievance Culture

Trump of course hated Bad Bunny's halftime performance, but even he wasn't running the Turning Point alternative at Mar-a-Lago. And a couple of Olympic skiers expressing disapproval of ICE or calling for love and respect for immigrants and their fellow Americans sent MAGA into hyperdrive—with calls for the athletes to be denaturalized and deported. Meanwhile, Kash Patel stopped an investigation into the killing of Renee Good because it could make Trump look bad, and this is the week for Dems to stay on offense over the DHS funding bill. Plus, Jon Ossoff hit the right notes in a key speech in Georgia, the National Review is reporting on Trump's corruption, Lutnick did George Costanza-grade lying over his business ties to Epstein, and no, Tim is not running for Senate.

Bill Kristol joins Tim Miller.

show notes

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1A - ‘If You Can Keep It’: Election Integrity And The Upcoming Midterms

We’re just a few weeks out from the very first state primary elections of the year. And President Donald Trump and the GOP are, at the moment, unpopular.

As people around the country prepare to head to the polls to decide who will run in this year’s midterms, the president is once again trying to undermine the most basic functions of elections. He’s still spreading lies about past elections he lost and is now sowing seeds of doubt in the local elections process. There is no evidence to support Trump’s repeated, false claims of voter fraud in the 2020 presidential election.

In late January, the FBI seized boxes of 2020 election ballots and other voting records in Fulton County, Georgia, which for years has been the focus of his baseless conspiracy theory that the election was rigged.

In this installment of our weekly politics series, “If You Can Keep It,” we explore what the president’s latest attacks on election integrity mean for the future of our democracy.

Find more of our programs online. Listen to 1A sponsor-free by signing up for 1A+ at plus.npr.org/the1a. 

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State of the World from NPR - The special phrase helping Cubans to get by

Cuba is in economic crisis. Its ally, Venezuela, is no longer sending oil, and the Trump administration is applying pressure. Life for Cubans is hard, but if they express their opinions they can get in a lot of trouble. So they’ve found other ways to tell you what they think, and a single phrase is doing a lot of the work. Our correspondent in Havana tells us what it is.

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Bad Faith - [UNLOCKED] Episode 541 – Calling Out “The Compatible Left” (w/ Gabriel Rockhill)

Founding director of the Critical Theory Workshop and professor at Villanova University Gabriel Rockhill is out with a new book that calls out many of the intellectual fathers of the academic left as insufficiently imperialist and often funded by the CIA. How have we been mislead by the "compatible left" -- a cohort of leftists that support marxism only in theory while inveighing against actually existing socialism? Where do Slavoj Zizek & Noam Chomsky fall in this analysis? How do we identify the contemporary "compatible left" in our media and political environment, and if the deep state is so effective at coopting left movements, what can we possibly do to evade them and achieve revolutionary change? This is a sprawling, three-hour episode you wont want to miss.

Subscribe to Bad Faith on YouTube for video of this episode. Find Bad Faith on Twitter (@badfaithpod) and Instagram (@badfaithpod).

Produced by Armand Aviram.

Theme by Nick Thorburn (@nickfromislands).

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In the Loop with Sasha-Ann Simons - Former Chicago Mayor Lori Lightfoot On How To Hold ICE Accountable

Lori Lightfoot has worked as Chicago’s mayor, a federal prosecutor and a top leader on police accountability. She wants local officials to do more to counter ICE. In the Loop learns about her ICE Accountability Project and how she thinks local officials can respond in the face of aggressive immigration enforcement. For a full archive of In the Loop interviews, head over to wbez.org/intheloop.
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WSJ Minute Briefing - Kroger Names Former Walmart Exec as Its New CEO

Plus: the operator of Eddie Bauer stores in North America files for bankruptcy. And Novo Nordisk sues Hims & Hers over copycat versions of its weight loss drugs. Alex Ossola hosts.


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An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor.

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