The AI returns are showing up at the suppliers, not the companies buying it | Sozzi Unleashed

Daniel Newman of The Futurum Group tells Kenny Polcari where the AI money is actually landing, and his answer is uncomfortable for most of the companies spending it. The returns are visible at semiconductor equipment, packaging and foundry companies, and partly at software and the hyperscalers. They are not yet visible inside the industries writing the cheques. He also refuses the oversupply story outright, says more capex is the optimistic case rather than the risk, and flags that Meta's Muse agent is losing users about two weeks after they sign up. Featuring Kenny Polcari, Chief Market Strategist, SlateStone Wealth, and host of Trader Talk on Yahoo Finance Daniel Newman, Chief Executive Officer, The Futurum Group Watch the full episode of Sozzi Unleashed: https://youtu.be/PLACEHOLDER-REPLACE-BEFORE-POSTING Timestamps 0:00 Half a trillion to a trillion in recurring revenue, and what it rests on 0:22 $19.6 billion of capital spending against $8.8 billion of EBITDA 0:52 "There's not a single cloud out there that has capacity" 1:39 What Mark Zuckerberg has to say tonight 2:07 The Muse platform, and where it ranks on the benchmarks 2:31 The stickiness problem: People stop showing up after two weeks 2:54 How agents would layer into the advertising model 3:46 What happens if the spending rises without the ad outlook 3:59 Why the AI trade is a Goldilocks situation 4:48 More spending is optimistic. Less could be Armageddon 5:00 When does the market stop rewarding the spending 5:42 Where the returns are not showing up 6:01 Revenue per worker across the S&P 500 at a record 6:28 Why technology has always been deflationary 7:24 The question is no longer whether AI has value 7:57 Where to put new money: ASML, TSMC and the foundries 8:11 A trillion dollars of Nvidia profit over six to eight quarters 9:14 ASML says it cannot meet demand through 2028 #AI #Nvidia #Meta #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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