AI spending of course a key focus during earnings this quarter. Apple, Apple, Meta, Alphabet all reporting a massive jump in AI spend. Total capex spend reaching 116 billion leads to plenty of bubble talk on the street as you know.But our next guest says those spending levels are in fact sustainable. Let's bring in Goldman Sachs economist Joseph Briggs to talk about it. Widely watched report that she put out a few days ago.Welcome. Good to see you. >> Great to be here.>> So you're you're sort of taking a lo ...

AI spending of course a key focus during earnings this quarter. Apple, Apple, Meta, Alphabet all reporting a massive jump in AI spend. Total capex spend reaching 116 billion leads to plenty of bubble talk on the street as you know.But our next guest says those spending levels are in fact sustainable. Let's bring in Goldman Sachs economist Joseph Briggs to talk about it. Widely watched report that she put out a few days ago.Welcome. Good to see you. >> Great to be here.>> So you're you're sort of taking a lo ...