skinny.

Latest / Fresh AI

255 - Meta’s $50 Billion AI Bet and Japan’s Semiconductor Surge

255 - Meta's $50 Billion AI Bet and Japan's Semiconductor Surge

2026-07-14

Explore Meta's massive AI data center expansion in Louisiana and Tower Semiconductor's $3 billion investment in Japan, both reshaping local economies and energy systems. Discover how AI is automating finance, with JPMorgan's AI outperforming traditional portfolios and a chatbot taking on investment banking tasks. Tune in for insights on the shifting capital flows into AI equities and the future of M&A execution.

Sources…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.