How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In

This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already planning AI-driven layoffs and SoftBank seeking another $10 billion loan just for OpenAI exposure, investors need to think hard about where the real returns will flow.Today's Stocks & Topics: SLB N.V. (SLB), Market Wrap, HF Sinclair Corporation (DINO), Congress and Health Insurance, STAG Industrial, Inc. (STAG), How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In, Risk of Losing Money if ETFs Fails, A. O. Smith Corporation (AOS), McDonald's Corporation (MCD), Japanese Government Bond Yield increased. Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands