Who Pays for the AI Build-Out? Chip Stocks' Two-Week Slide and the Week Ahead

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-18

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Sunday edition, October 18, 2026. Chip stocks fell nearly 14% in under two weeks while AI chip demand hit record highs. The question underneath: who pays? Goldman Sachs estimates big-cloud capital spending of about $1.2 trillion next year against about $1.1 trillion of operating cash flow, so the gap is being filled with debt, and lenders are getting nervous (CoreWeave). Take-or-pay chip contracts, and why real demand can still be financed badly. Week ahead: Netflix (Tue), Tesla and Meta (Wed), delayed inflation and...