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 (Source: Yahoo Finance | Region: Global)