AI Narrative Switched, Debt Yields Spike | The Weekly Wrap
Notas do episódio
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On this episode of The Weekly Wrap, Steve Eisman discusses CoreWeave's climbing debt, fading confidence in AI data center economics, and whether the business model is unworkable. Steve also walks through a packed earnings week, featuring Meta's strong 26% revenue growth, Tesla's stunning 0% revenue growth, SpaceX's capex-heavy results, and why Netflix is going ex-growth as YouTube conquers the newer forms of media. He also takes a mailbag question regarding the housing market.
00:00 - Intro
01:55 - French Sovereign Bonds Are In Trouble
03:04 - The AI Narrative Has Changed
05:32 - A Whole Bunch of Earnings
17:18 - Mailbag: Should You Buy a Home?
19:29 - Outro
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