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Steve Eisman
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ai The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Steve Eisman, Dan Ives and Gil Luria debate AI’s changing trade, its winners and losers, and political pressure on data-center development.
Steve Eisman
ai Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap
Google raised AI capex to $205 billion, reported negative free cash flow, and fell 7% as Steve Eisman argues the AI story has shifted.
Steve Eisman
ai AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69
U.S. power demand from AI requires roughly 30 gigawatts of annual new capacity for a decade, putting grid infrastructure, GE Vernova,…
Steve Eisman
earnings Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap
JPMorgan, Goldman Sachs, Morgan Stanley, Wells Fargo and Citigroup beat lowered expectations, boosting confidence in the bank earnings…
Steve Eisman