# Rates Hold, AI Bets Rise, and the Machines Start Fighting Back

Page: https://stenobird.com/podcast/digital-currents-4621470/rates-hold-ai-bets-rise-and-the-machines-start-fighting-back
Text version: https://stenobird.com/podcast/digital-currents-4621470/rates-hold-ai-bets-rise-and-the-machines-start-fighting-back.md
Podcast: [Digital Currents](https://stenobird.com/podcast/digital-currents-4621470)
Published: 2026-07-30T21:30:00+00:00
Episode link: https://digitalcurrents.libsyn.com/rates-hold-ai-bets-rise-and-the-machines-start-fighting-back
Audio file: https://traffic.libsyn.com/secure/digitalcurrents/ABCD_Roundup_7_30_26_0.mp3?dest-id=3147560
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JSON: https://stenobird.com/v1/public/podcasts/digital-currents-4621470/episodes/rates-hold-ai-bets-rise-and-the-machines-start-fighting-back
Duration seconds: 3245

## Resource

In this episode, we discuss the Federal Reserve's latest interest rate decision, Microsoft's quarterly results and what they might reveal about the evolving AI investment landscape, the Hugging Face autonomous AI security incident, IBM's sale of its blockchain patent portfolio, and its broader focus on quantum computing. For the chart of the week, we cover Gartner's updated forecast, highlighting continued acceleration in global AI infrastructure and enterprise IT spending. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

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## Transcript

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