Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Gene Munster: AI CapEx Spending Can't Stop, Won't Stop

37:47
 
Share
 

Manage episode 500957829 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech stocks, their rapidly evolving dynamics, and substantial capital expenditures, exemplified by an expected $300 billion increase next year. They delve into the transformative impact of artificial intelligence on markets, with Munster drawing parallels to the tech boom from 1995 to 2000. The conversation also covers geopolitical implications for U.S. tech firms, focusing on Nvidia's crucial role in the U.S.-China tech rivalry. The episode concludes with thoughts on Apple's upcoming launches, the potential for significant IPOs in the AI realm, and the broader economic factors influencing market strategies.

Show Notes

  • ‘Absolutely immense’: the companies on the hook for the $3tn AI building boom (FT)


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

851 episodes

Artwork
iconShare
 
Manage episode 500957829 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech stocks, their rapidly evolving dynamics, and substantial capital expenditures, exemplified by an expected $300 billion increase next year. They delve into the transformative impact of artificial intelligence on markets, with Munster drawing parallels to the tech boom from 1995 to 2000. The conversation also covers geopolitical implications for U.S. tech firms, focusing on Nvidia's crucial role in the U.S.-China tech rivalry. The episode concludes with thoughts on Apple's upcoming launches, the potential for significant IPOs in the AI realm, and the broader economic factors influencing market strategies.

Show Notes

  • ‘Absolutely immense’: the companies on the hook for the $3tn AI building boom (FT)


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

851 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play