# AI CapEx and Rate Rises - The Double Trouble Hitting Big Tech

Page: https://stenobird.com/podcast/the-art-of-investing-7404303/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech
Text version: https://stenobird.com/podcast/the-art-of-investing-7404303/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech.md
Podcast: [The Art of Investing](https://stenobird.com/podcast/the-art-of-investing-7404303)
Published: 2026-06-12T14:00:00+00:00
Episode link: https://share.transistor.fm/s/22fc5e1b
Audio file: https://pdrl.fm/7c6e9d/media.transistor.fm/22fc5e1b/d01b41b0.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech
Duration seconds: 3128

## Resource

Can’t get enough of The Art of Investing? Take a look here for even more content! https://youtu.be/B0FzP8sjd_w 📈 Download the full Portfolio Performance Slides View the portfolio breakdown: here 📧 Get in touch: theartofinvesting@ig.com 📱 Behind the scenes: _theartofinvesting on TikTok 🎧 Listen on: Apple & Spotify This week on The Art of Investing , host James “Jimmy” Ovenden steps in for Richard McDonald, joined by Mark “Spice” Holden and Chris “CJ” Fellingham. It’s been a tough week for the portfolio, with markets taking a hit as strong US economic data reshapes interest rate expectations. The team break down a staggering $400 billion in capital raise announcements from the world’s biggest tech companies, explore what new Fed Chair Kevin Warsh’s first meeting might signal, and ask the question on every investor’s mind: why is the oil price falling even as bombs fly in the Middle East? This Week's Highlights: 📉 Markets Pull Back US equities suffer their worst week of the year as the Nasdaq falls 6% and the semiconductor index tumbles 11%. 💰 $400 Billion Capital Grab Oracle, Meta, OpenAI, Anthropic, Amazon and Space-X collectively announce hundreds of billions in fresh capital raises - raising the question of who is actually funding the AI boom. 🚀 Space-X Goes Public Highly anticipated IPO prices at $135/share with 4x oversubscription, entering the Nasdaq and Russell indices but not the S&P 500. 📊 Rate Rise Fears Return Strong US non-farm payrolls trigger a repricing of rate expectations - with up to three hikes now on the table and Kevin Warsh’s first Fed meeting closely watched. 🛢️ The Oil Price Paradox Despite ongoing Middle East tensions, the oil price falls - the team explore why markets are ignoring the disaster narrative. 🇮🇳 India’s Unlikely Comeback Afte…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-art-of-investing-7404303/ai-capex-and-rate-rises-the-double-trouble-hitting-big-tech.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.