The market's AI contradictions
Youtube·2026-02-06 17:39More than a trillion dollars wiped out from big tech market caps in just the last week as those four large hyperscalers announced they expect to spend more than $600 billion in capex this year. Our DOSA has more on that in today's tech. Happy Friday Dean. >> Hey, happy Friday morning Carl.So this really gets at a contradiction right now at the heart of the AI trade. software stocks, they're in freef fall. And the logic here is that well, AI works so well, it's going to eat these companies alive.Yet, the oth ...