7-27-26 AI's Earnings Catch - The Depreciation Risk

The Real Investment Show (Full Show) · Jul 27, 2026 · 46m

Big Tech continues to post record earnings, but investors may be overlooking one critical risk: AI capital spending. Lance Roberts explains why today's AI spending boom could become tomorrow's accounting headwind, how depreciation affects corporate profitability, and why investors should look beyond headline earnings. 0:00 INTRO 1:01 - Elon Musk, former Trillionaire & Another Iran Cease-fire 5:34 - Markets Set to Open Sharply Higher 10:59 - Shopping w Mrs. Roberts & Back to College 13:09 - AI Depreciation Risk Impact on Earnings 16:40 - Valuations on EBITDA 19:11 - Hyperscalers' 2026…