The Option Block 1465: Cutting a Fat Hog in the Butt with AI
AI spending is moving the needle on the US GDP, and the Option Block panel is here to break down the massive capital allocation driving the markets. In this episode, Mark Longo is joined by Henry "The Flowmaster" Schwartz from Cboe and Mike Tosaw from St. Charles Wealth Management to discuss whether the market is "cutting a fat hog in the butt" with these record AI expenditures or if we're witnessing a historic capital misallocation.
In this episode:
The Trading Block: A deep dive into the mega-cap earnings sweep. From Meta's spending spook to Alphabet's cloud success and Microsoft's mixed…
The skinny
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