Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
Josh Brown and Telis Demos discuss trends in AI capital expenditure, the performance of pre-revenue stocks, and the potential effects of declining mortgage rates on the market. They also touch on topics such as the TikTok deal, margin debt, and private market investments.