{"podcast":{"title":"Wall Street Unplugged - What's Really Moving These Markets","slug":"wall-street-unplugged-what-s-really-moving-these-markets-7561491","podcast_index_feed_id":7561491,"rss_url":"https://sainvestorradio.libsyn.com/rss/category/593e09f0","website_url":"https://www.curzioresearch.com","image_url":"https://static.libsyn.com/p/assets/0/7/5/6/07562dc2b601cee9/WSU-mic.png","author":"Frank Curzio","episode_count":1202,"summary":"30-year financial insider, Frank Curzio, breaks down the mainstream media headlines, exposes the TRUTH about what's really moving the markets, and brings you exclusive intel and actionable investment ideas directly from Wall Street pros.","last_synced_at":"2026-07-18T00:18:24.083382+00:00","page_url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491"},"episode":{"title":"AI is now a critical national asset","slug":"ai-is-now-a-critical-national-asset","published_at":"2026-06-22T19:30:00+00:00","page_url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491/ai-is-now-a-critical-national-asset","show_page_url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491","url":"https://www.curzioresearch.com/","audio_url":"https://traffic.libsyn.com/secure/sainvestorradio/CR-WSUP-EP1364-260622.mp3?dest-id=11995","summary":"Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more. In this episode: Welcome, Khadija Mustafa, advisory council member of VivoPower [0:02] The AI race is moving upstream, thanks to the power bottleneck [3:52] AI is a critical national asset—and these countries have the lead [7:10] Here's where the hyperscaler capex is actually going [14:54] Why AI can't be compared to the dot-com boom [19:55] The future of AI: Does the reward outweigh the risk? [23:44] What sets VIVO apart in the AI landscape [28:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li","meta_description":"Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually goin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1848,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/wall-street-unplugged-what-s-really-moving-these-markets-7561491/episodes/ai-is-now-a-critical-national-asset/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491/ai-is-now-a-critical-national-asset.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}