Media Summary: John Allen thinks people are missing the potential reversal of corporate tax cuts. He discusses the enormous Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to discuss Ivana Delevska, founder and chief investment officer for SPEAR Invest, joins Bloomberg to talk about the trend of

Astonishing A I Capex Adding 0 5 1 To Gdp U S Better Positioned To Win Vs China - Detailed Analysis & Overview

John Allen thinks people are missing the potential reversal of corporate tax cuts. He discusses the enormous Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to discuss Ivana Delevska, founder and chief investment officer for SPEAR Invest, joins Bloomberg to talk about the trend of Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in In this episode, the Moonshot mates discuss SpaceX's record-breaking IPO filing and its growing ties to Anthropic, OpenAI's Why This Show Matters to You** This race will decide who leads the 21st century in military power, economic dominance, and ...

The 2026 financial crash has already begun. While the mainstream media remains focused on Amazon, Microsoft, Alphabet, and Meta spent $130B in

Photo Gallery

"Astonishing" A.I. Capex Adding 0.5%-1% to GDP, U.S. "Better Positioned" to Win vs China
Is U.S. GDP growth too reliant on AI capex?
Why all AI Capex roads lead to Nvidia
Magnificent 7 companies boost AI capex spend
How the Mag 7 Are Driving the Future of AI Capex
SpaceX Files Historic $75B+ IPO, GPT 5.5 Leads Forecasting, AI Solves 1946 Math Problem | EP #257
As China wins AI race, OpenAI begs US gov't for bailout when bubble pops
The AI Arms Race – Why China Is Positioned to Win Against America’s Big 4 Hyperscalers
AI Capex Frenzy vs. Zero Productivity Gains
$750 Billion in AI CapEx — Who Wins and Who Gets Left Behind
[5/15 05:00] SMIC Q1 2026 earnings AI capex refocus / Adtek HK IPO + Chinese AI listings 85%
America's Tech Failure: How China Won the AI Race (Scott Bessent Admits Defeat)
Sponsored
Sponsored
View Detailed Profile
"Astonishing" A.I. Capex Adding 0.5%-1% to GDP, U.S. "Better Positioned" to Win vs China

"Astonishing" A.I. Capex Adding 0.5%-1% to GDP, U.S. "Better Positioned" to Win vs China

John Allen thinks people are missing the potential reversal of corporate tax cuts. He discusses the enormous

Is U.S. GDP growth too reliant on AI capex?

Is U.S. GDP growth too reliant on AI capex?

Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to discuss

Sponsored
Why all AI Capex roads lead to Nvidia

Why all AI Capex roads lead to Nvidia

Ivana Delevska, founder and chief investment officer for SPEAR Invest, joins Bloomberg to talk about the trend of

Magnificent 7 companies boost AI capex spend

Magnificent 7 companies boost AI capex spend

Amazon (AMZN)

How the Mag 7 Are Driving the Future of AI Capex

How the Mag 7 Are Driving the Future of AI Capex

Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in

Sponsored
SpaceX Files Historic $75B+ IPO, GPT 5.5 Leads Forecasting, AI Solves 1946 Math Problem | EP #257

SpaceX Files Historic $75B+ IPO, GPT 5.5 Leads Forecasting, AI Solves 1946 Math Problem | EP #257

In this episode, the Moonshot mates discuss SpaceX's record-breaking IPO filing and its growing ties to Anthropic, OpenAI's

As China wins AI race, OpenAI begs US gov't for bailout when bubble pops

As China wins AI race, OpenAI begs US gov't for bailout when bubble pops

Nvidia CEO Jensen Huang fears

The AI Arms Race – Why China Is Positioned to Win Against America’s Big 4 Hyperscalers

The AI Arms Race – Why China Is Positioned to Win Against America’s Big 4 Hyperscalers

Why This Show Matters to You** This race will decide who leads the 21st century in military power, economic dominance, and ...

AI Capex Frenzy vs. Zero Productivity Gains

AI Capex Frenzy vs. Zero Productivity Gains

The 2026 financial crash has already begun. While the mainstream media remains focused on

$750 Billion in AI CapEx — Who Wins and Who Gets Left Behind

$750 Billion in AI CapEx — Who Wins and Who Gets Left Behind

Amazon, Microsoft, Alphabet, and Meta spent $130B in

[5/15 05:00] SMIC Q1 2026 earnings AI capex refocus / Adtek HK IPO + Chinese AI listings 85%

[5/15 05:00] SMIC Q1 2026 earnings AI capex refocus / Adtek HK IPO + Chinese AI listings 85%

AI

America's Tech Failure: How China Won the AI Race (Scott Bessent Admits Defeat)

America's Tech Failure: How China Won the AI Race (Scott Bessent Admits Defeat)

America's