Tag: jeff snyder podcast

Amazon just spent more than $77 billion on AI and saw $42.4b in cash OUTFLOWS. Alphabet has now lost more than $500b in market value following its largest one-day stock decline ever. Microsoft, meanwhile, is offering voluntary buyouts to more than one-quarter of its global workforce as it attempts to contain costs and fund its own massive AI investments. These aren’t weak, speculative startups. Yet even they are conserving cash, finding new forms of financing and forcing investors to confront spending commitments that seem to grow after every earnings report. Credit markets have noticed. Eurodollar University’s Money & Macro Analysis [See More…]

Elon Musk just issued an extraordinary warning about the AI boom. Then Meta went to the stock market with a plan to raise roughly **$98 billion**, one of the largest equity-financing programs in history, to keep funding its AI expansion. And now we’ve learned that banks nearly backed away from a $63 billion financing package for Anthropic’s Broadcom chips and networking equipment. Think about what all of that means. Eurodollar University’s Money & Macro Analysis ———————————————————————————- Join my FREE webinar October 29 at 6 PM ET to learn which warning signs to watch, and what they could mean for your [See More…]

Blaming Amazon’s Prime Day, everyone is trying to work around yet another “unexpected” negative number. Following an “unexpected” drop in July payrolls, the Census Bureau now reports an “unexpected” drop in retail sales alongside an “unexpected” setback in consumer confidence and, yes, an “unexpected” decline in gasoline usage during peak driving season. None of this is unexpected, just the work of more mini-cycles. Eurodollar University’s conversation w/Steve Van Metre ———————————————————————————- What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but [See More…]