Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
The AI Capex Trap and the Valuation Gap
With the S&P 500 sitting at seven thousand seven hundred twenty-one points and the ten-year Treasury yield holding near five point zero nine percent, the market is sending mixed signals. Lucas and Luna break down why massive capital expenditure in artificial intelligence is currently widening the gap between headline growth and actual shareholder returns. They examine the HSBC CEO's warning about data center profitability and ask whether the current rally in small caps versus tech giants is a genuine shift or just a valuation correction waiting to happen.
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The skinny
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