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The Financial Exchange

@TFEShow

Listen live every weekday from 10a-Noon: https://nitter.cf/t.co/p58BB1g8nV Now on SIRIUSXM Business Channel (132)

 Boston, MA
financialexchangeshow.com/
Joined June 2015
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Tech stocks are bouncing back, but Wall Street isn't convinced the sell-off is over. $AAPL and $PLTR earnings loom as investors hedge against an AI bubble and await fresh jobs data. Meanwhile housing costs soar and Social Security cuts loom. Can the tech rally hold? nitter.cf/i/broadcasts/1RJjpzlDg…
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The Financial Exchange

🔴 LIVE: Tech Stocks Rebound, but Wall Street's AI Bubble Fears Are Growing

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Big Tech’s AI Gamble Is Raising Serious Red Flags for Investors youtu.be/omjkLnedskM?si=QqHb… via @YouTube
Big Tech’s AI Gamble Is Raising Serious Red Flags for Investors

Big Tech’s AI Gamble Is Raising Serious Red Flags for Investors

Tech stocks are getting hammered even as much of the broader stock ...

youtube.com
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Tech Stocks Rebound, But Wall Street's AI Bubble Fears Are Growing youtube.com/live/oaPSS80lnsE… via @YouTube
Tech Stocks Rebound, But Wall Street's AI Bubble Fears Are Growing

Tech Stocks Rebound, But Wall Street's AI Bubble Fears Are Growing

Wall Street is navigating another volatile stretch as tech stocks r...

youtube.com
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The Financial Exchange retweeted
The Financial Exchange (@TFEShow) profile picture
The Financial Exchange
@TFEShow6h
Tech stocks are bouncing back, but Wall Street isn't convinced the sell-off is over. $AAPL and $PLTR earnings loom as investors hedge against an AI bubble and await fresh jobs data. Meanwhile housing costs soar and Social Security cuts loom. Can the tech rally hold? nitter.cf/i/broadcasts/1RJjpzlDg…
Video
0:00

The Financial Exchange

🔴 LIVE: Tech Stocks Rebound, but Wall Street's AI Bubble Fears Are Growing

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🔴 LIVE: Tech Stocks Rebound, but Wall Street's AI Bubble Fears Are Growing nitter.cf/i/broadcasts/1RJjpzlDg…
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The Financial Exchange

🔴 LIVE: Tech Stocks Rebound, but Wall Street's AI Bubble Fears Are Growing

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Investors are sizing up how to protect themselves against the risk of AI’s unraveling wsj.com/finance/stocks/ai-in… via @WSJ
AI Investors Are Racing to Get Insurance on the Biggest Market Bet in History

AI Investors Are Racing to Get Insurance on the Biggest Market Bet in History

With trillions of dollars riding on the artificial-intelligence trade, investors, traders and even tech executives are hunting for high-stakes protection.

wsj.com
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The amazing @LaMonicaBuzz joins the show next!
The Financial Exchange (@TFEShow) profile pictureThe Financial Exchange
@TFEShowOct 30
Big Tech's AI spending spree is rattling Wall Street as investors question whether profits can keep up. $INTC struggles, AI stocks slide, and oil profits surge. Meanwhile Anthropic's IPO faces growing scrutiny. @LaMonicaBuzz joins at 11:45 to discuss ETFs with Anthropic stakes. nitter.cf/i/broadcasts/1nxnRYjVP…
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The Financial Exchange

🔴 LIVE: Big Tech’s AI Spending Spree Sparks a Selloff on Wall Street

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The Financial Exchange retweeted
Paul R. La Monica (@LaMonicaBuzz) profile picture
Paul R. La Monica@LaMonicaBuzzOct 30
Replying to @LaMonicaBuzz @TFEShow @WRKO680 @SXMBusiness @barronsonline
Finally, several money managers and investment strategists in the exclusive Big Money Poll for @barronsonline expressed concerns that the AI boom won't end well for investors. Can you say dot-com bubble 2.0? My story. barrons.com/articles/big-mon…
Half of ‘Big Money’ Managers Say the AI Boom Has Years Left to Run: Barron’s Poll

Half of ‘Big Money’ Managers Say the AI Boom Has Years Left to Run: Barron’s Poll

The optimists look to robust earnings growth; the pessimists see a bubble in danger of bursting. Plus, the pros’ forecasts for interest rates, international markets, the midterm elections, and more.

barrons.com
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The Financial Exchange retweeted
Paul R. La Monica (@LaMonicaBuzz) profile picture
Paul R. La Monica@LaMonicaBuzzOct 30
Replying to @LaMonicaBuzz @TFEShow @WRKO680 @SXMBusiness @barronsonline
Plus, a look at why some think the 2026 IPO market is actually frothier than the late 1990s dot-com boom. I'll also discuss my @barronsonline story on that from earlier this week. barrons.com/articles/anthrop…
This IPO Boom Is Nothing Like 1999. It Might Be Riskier.

This IPO Boom Is Nothing Like 1999. It Might Be Riskier.

The eye-popping amount of money that SpaceX and Anthropic are raising dwarfs what dot-coms raised during the internet IPO boom.

barrons.com
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The Financial Exchange retweeted
Paul R. La Monica (@LaMonicaBuzz) profile picture
Paul R. La Monica@LaMonicaBuzzOct 30
Replying to @TFEShow
How will the huge $ANT IPO do once it debuts in November? Some ETFs already have private stakes in Anthropic via derivatives and SPVs. I'll discuss that on @TFEShow at 11:45 ET. @WRKO680 @SXMBusiness Channel 132. My story for @barronsonline. barrons.com/articles/if-you-…
If You Can’t Wait for Anthropic’s IPO, Buy One of These Two ETFs

If You Can’t Wait for Anthropic’s IPO, Buy One of These Two ETFs

Some ETFs and closed-end funds have Anthropic stakes. Two low-cost funds are potentially good bets, but they’ve been volatile.

barrons.com
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Tech Stocks Get Crushed as Wall Street Turns Against the AI Boom youtube.com/live/FVAdgXE9qP0… via @YouTube
Tech Stocks Get Crushed as Wall Street Turns Against the AI Boom

Tech Stocks Get Crushed as Wall Street Turns Against the AI Boom

Big Tech is pouring enormous amounts of money into artificial intel...

youtube.com
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Big Tech's AI spending spree is rattling Wall Street as investors question whether profits can keep up. $INTC struggles, AI stocks slide, and oil profits surge. Meanwhile Anthropic's IPO faces growing scrutiny. @LaMonicaBuzz joins at 11:45 to discuss ETFs with Anthropic stakes. nitter.cf/i/broadcasts/1nxnRYjVP…
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The Financial Exchange

🔴 LIVE: Big Tech’s AI Spending Spree Sparks a Selloff on Wall Street

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🔴 LIVE: Big Tech’s AI Spending Spree Sparks a Selloff on Wall Street nitter.cf/i/broadcasts/1nxnRYjVP…
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The Financial Exchange

🔴 LIVE: Big Tech’s AI Spending Spree Sparks a Selloff on Wall Street

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The core businesses of America’s technology giants — the advertising, consumer and retail machines propping up a collective $750 billion in AI spending this year — are starting to show signs of slowing bloomberg.com/news/articles/…
Big Tech’s $750 Billion AI Bet Collides With Slowing Core Growth

Big Tech’s $750 Billion AI Bet Collides With Slowing Core Growth

The core businesses of America’s technology giants — the advertising, consumer and retail machines propping up a collective $750 billion in AI spending this year — are starting to show signs of...

bloomberg.com
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$GOOGL AI Strategy Is Starting to Backfire youtu.be/kMPzQAOTB24?si=BzPz… via @YouTube
Google’s AI Strategy Is Starting to Backfire

Google’s AI Strategy Is Starting to Backfire

Google is still generating enormous revenue, but AI is beginning to...

youtube.com
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The Financial Exchange retweeted
The Financial Exchange (@TFEShow) profile picture
The Financial Exchange
@TFEShowOct 29
Big Tech's AI divide is widening. $GOOGL slides on disappointing sales while $MSFT's cloud boom shows signs of paying off. Meanwhile $AMZN faces pressure to deliver, and the Fed risks falling behind inflation. Can AI profits keep Wall Street's rally alive? nitter.cf/i/broadcasts/1aKbdbwMj…
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The Financial Exchange

🔴 LIVE: Google Stumbles as Microsoft’s AI Bet Pays Off and Fed Risks Grow

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Google Stumbles, Microsoft’s AI Bet Pays Off & Fed Risks Falling Behind youtube.com/live/dv5lwJBVeoY… via @YouTube
Google Stumbles, Microsoft’s AI Bet Pays Off & Fed Risks Falling...

Google Stumbles, Microsoft’s AI Bet Pays Off & Fed Risks Falling...

Big Tech is sending mixed signals as Google shares slide after disa...

youtube.com
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Big Tech's AI divide is widening. $GOOGL slides on disappointing sales while $MSFT's cloud boom shows signs of paying off. Meanwhile $AMZN faces pressure to deliver, and the Fed risks falling behind inflation. Can AI profits keep Wall Street's rally alive? nitter.cf/i/broadcasts/1aKbdbwMj…
Video
0:00

The Financial Exchange

🔴 LIVE: Google Stumbles as Microsoft’s AI Bet Pays Off and Fed Risks Grow

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🔴 LIVE: Google Stumbles as Microsoft’s AI Bet Pays Off and Fed Risks Grow nitter.cf/i/broadcasts/1aKbdbwMj…
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The Financial Exchange

🔴 LIVE: Google Stumbles as Microsoft’s AI Bet Pays Off and Fed Risks Grow

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Microsoft reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. bloomberg.com/news/articles/…
Microsoft Reports Quarterly Cloud Sales That Beat Estimates

Microsoft Reports Quarterly Cloud Sales That Beat Estimates

Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence.

bloomberg.com
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