{"podcast":{"title":"Biz Talk Today TV","slug":"the-weekly-money-clip-6866050","podcast_index_feed_id":6866050,"rss_url":"https://feeds.megaphone.fm/weeklymoney-clip","website_url":"https://evergreenpodcasts.com","image_url":"https://megaphone.imgix.net/podcasts/10f20d1e-cc42-11ee-8d94-5706d5b24a85/image/5cc13661b0827ebafef67af39f137d5b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"CrossCheck Media","episode_count":887,"summary":"Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity. Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, invest…","last_synced_at":"2026-07-18T18:21:44.260122+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050"},"episode":{"title":"AI Spending Isn't Slowing Down | Nvidia, Microsoft, Apple & the Next Wave of Winners","slug":"ai-spending-isn-t-slowing-down-nvidia-microsoft-apple-the-next-wave-of-winners-2","published_at":"2026-07-13T15:48:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-spending-isn-t-slowing-down-nvidia-microsoft-apple-the-next-wave-of-winners-2","show_page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050","url":"https://traffic.megaphone.fm/FPMN7430726245.mp3","audio_url":"https://traffic.megaphone.fm/FPMN7430726245.mp3","summary":"Is Wall Street underestimating the next phase of the AI investment boom? On this episode of The Money Path, host Todd M. Schoenberger welcomes Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for an institutional-level discussion on artificial intelligence, semiconductors, cloud infrastructure, and where professional investors see the biggest opportunities heading into the second half of 2026. Jed explains why the recent semiconductor rotation may actually be healthy for markets, why AI capital expenditures continue to accelerate, and why upcoming earnings from Microsoft, Amazon, Alphabet, and Meta could provide the clearest signals yet on enterprise AI demand. The conversation also explores Nvidia's long-term outlook, Microsoft's resurgence, Apple's AI roadmap, OpenAI's innovation race, and why companies like United Rentals and Progressive Insurance are quietly benefiting from the AI revolution. Topics include: • Why AI spending continues to accelerate despite market rotation • Nvidia, Microsoft and semiconductor earnings outlook • Cloud CapEx trends from Microsoft, Amazon, Alphabet & Meta • SpaceX's exploding AI infrastructure investments • Why Microsoft remains a long-term institutional favorite • United Rentals and the AI construction boom • Progressive Insurance's technology advantage • Apple's AI strategy, foldable iPhone and OpenAI competition • The AI talent war and Apple's lawsuit against OpenAI • What professional portfolio managers are watching next Whether you're an active trader, long-term investor, or simply fascinated by artificial intelligence, this conversation provides valuable institutional insight into where professional money managers believe the next wave of market leadership is emerging. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…","meta_description":"Is Wall Street underestimating the next phase of the AI investment boom? On this episode of The Money Path, host Todd M. Schoenberger welcomes Jed Ellerbr…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1770,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/ai-spending-isn-t-slowing-down-nvidia-microsoft-apple-the-next-wave-of-winners-2/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-spending-isn-t-slowing-down-nvidia-microsoft-apple-the-next-wave-of-winners-2.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}