AI Spending Isn't Slowing Down | Nvidia, Microsoft, Apple & the Next Wave of Winners

AI Spending Isn't Slowing Down | Nvidia, Microsoft, Apple & the Next Wave of Winners

Is Wall Street underestimating the next phase of the AI investment boom? On this episode of ⁠The Money Path⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4qpkCtKwqrK4K91Ml5HtXdu&si=tvaHY6E-OiysPjcx], host Todd M. Schoenberger welcomes Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for an institutional-level discussion on artificial intelligence, semiconductors, cloud infrastructure, and where professional investors see the biggest opportunities heading into the second half of 2026. Jed explains why the recent semiconductor rotation may actually be healthy for markets, why AI capital expenditures continue to accelerate, and why upcoming earnings from Microsoft, Amazon, Alphabet, and Meta could provide the clearest signals yet on enterprise AI demand. The conversation also explores Nvidia's long-term outlook, Microsoft's resurgence, Apple's AI roadmap, OpenAI's innovation race, and why companies like United Rentals and Progressive Insurance are quietly benefiting from the AI revolution. Topics include: • Why AI spending continues to accelerate despite market rotation • Nvidia, Microsoft and semiconductor earnings outlook • Cloud CapEx trends from Microsoft, Amazon, Alphabet & Meta • SpaceX's exploding AI infrastructure investments • Why Microsoft remains a long-term institutional favorite • United Rentals and the AI construction boom • Progressive Insurance's technology advantage • Apple's AI strategy, foldable iPhone and OpenAI competition • The AI talent war and Apple's lawsuit against OpenAI • What professional portfolio managers are watching next Whether you're an active trader, long-term investor, or simply fascinated by artificial intelligence, this conversation provides valuable institutional insight into where professional money managers believe the next wave of market leadership is emerging. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUJLMld5YmJ6OVR6X2Zya3d0ZVB3aVFxcVAxd3xBQ3Jtc0ttb090M21iX3VuYXI1OXVmR2ZNWXFWUGdOUURKUV9lYXRpZ3RzTG1nUVRyV1YtMnl4Wm4xUEtadFE5X3lpbXlha1ZoOWxrTU9aNEZ3clg4VmhCOHI2UURGSDc1Wi1qSHVSQTBFY1pjT0ZaajZkeUpiaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=752QahMvSRk]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #TheMoneyPath #ArtificialIntelligence #AI #Nvidia #Microsoft #Apple #Semiconductors #CloudComputing #Investing #StockMarket #WallStreet #PortfolioManagement #TechStocks #OpenAI #MarketOutlook #ToddSchoenberger #JedEllerbroek #ArgentCapitalManagement #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Oil, Iran & the Semiconductor Warning | Keith Schneider's Market Roadmap

Are investors ignoring the biggest risks facing Wall Street? On this episode of Keith's Corner [https://youtube.com/playlist?list=PLG6amIBGh6SA&si=N4OOYVTGYTfP00I0], host Todd M. Schoenberger sits down with Keith Schneider, CEO and Co-Founder of MarketGauge.com, for a timely discussion on the geopolitical tensions reshaping global markets and the critical technical signals investors need to watch. Keith explains how rising tensions involving Iran, Israel, and the Strait of Hormuz continue to influence oil prices, market sentiment, and global economic expectations. He also breaks down why semiconductors remain the market's most important leading indicator, what Micron's recent price action could be signaling, and why investors should closely monitor Nvidia heading into earnings. The conversation also explores biotech's relationship with semiconductor leadership, potential profit-taking across technology stocks, and why the upcoming CPI report could become the next major catalyst for Wall Street. Topics include: * Middle East tensions and their impact on oil prices * The Strait of Hormuz and global market risk * Israel's stock market as a geopolitical indicator * Why semiconductors remain Wall Street's leadership group * Micron's technical outlook and key support levels * Nvidia's earnings and what traders should watch * Biotech's connection to semiconductor performance * Is the market forming a major top—or preparing for another breakout? * How inflation and the CPI report could reshape investor sentiment * Keith Schneider's roadmap for navigating today's volatile markets Whether you're an active trader or a long-term investor, this episode delivers practical technical analysis and macroeconomic insight into the forces driving today's financial markets. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbURmdXBTV0RJSW9ocWQteGZwVVhpUVktLXJvQXxBQ3Jtc0tsX3l2dlNzTEJFaWdEOEtvYXhEQVRLWkdweDFsTDlhRDRvNjB2Y1BXckVGZlI5MG5nRWQ5aDVYTmV3UkRnRktXaVZKUWU2ZHRDXzdMbjNEQVlUdjFSc2k2S3JpOWh4WjBKUGhtVDFkNEF6Q3lWaHo5QQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=PxH4wEcTfJ8]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #ToddSchoenberger #MarketGauge #StockMarket #WallStreet #Investing #OilPrices #Semiconductors #Nvidia #Micron #AI #Geopolitics #MiddleEast #Inflation #CPI #TechnicalAnalysis #Markets #Trading #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

AI Spending Isn't Slowing Down | Nvidia, Microsoft, Apple & the Next Wave of Winners

Is Wall Street underestimating the next phase of the AI investment boom? On this episode of The Money Path [https://youtube.com/playlist?list=PLf7jplX9ww4qpkCtKwqrK4K91Ml5HtXdu&si=tvaHY6E-OiysPjcx], host Todd M. Schoenberger welcomes Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for an institutional-level discussion on artificial intelligence, semiconductors, cloud infrastructure, and where professional investors see the biggest opportunities heading into the second half of 2026. Jed explains why the recent semiconductor rotation may actually be healthy for markets, why AI capital expenditures continue to accelerate, and why upcoming earnings from Microsoft, Amazon, Alphabet, and Meta could provide the clearest signals yet on enterprise AI demand. The conversation also explores Nvidia's long-term outlook, Microsoft's resurgence, Apple's AI roadmap, OpenAI's innovation race, and why companies like United Rentals and Progressive Insurance are quietly benefiting from the AI revolution. Topics include: • Why AI spending continues to accelerate despite market rotation • Nvidia, Microsoft and semiconductor earnings outlook • Cloud CapEx trends from Microsoft, Amazon, Alphabet & Meta • SpaceX's exploding AI infrastructure investments • Why Microsoft remains a long-term institutional favorite • United Rentals and the AI construction boom • Progressive Insurance's technology advantage • Apple's AI strategy, foldable iPhone and OpenAI competition • The AI talent war and Apple's lawsuit against OpenAI • What professional portfolio managers are watching next Whether you're an active trader, long-term investor, or simply fascinated by artificial intelligence, this conversation provides valuable institutional insight into where professional money managers believe the next wave of market leadership is emerging. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUJLMld5YmJ6OVR6X2Zya3d0ZVB3aVFxcVAxd3xBQ3Jtc0ttb090M21iX3VuYXI1OXVmR2ZNWXFWUGdOUURKUV9lYXRpZ3RzTG1nUVRyV1YtMnl4Wm4xUEtadFE5X3lpbXlha1ZoOWxrTU9aNEZ3clg4VmhCOHI2UURGSDc1Wi1qSHVSQTBFY1pjT0ZaajZkeUpiaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=752QahMvSRk]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #TheMoneyPath #ArtificialIntelligence #AI #Nvidia #Microsoft #Apple #Semiconductors #CloudComputing #Investing #StockMarket #WallStreet #PortfolioManagement #TechStocks #OpenAI #MarketOutlook #ToddSchoenberger #JedEllerbroek #ArgentCapitalManagement #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Why PayPal Could Be One of Wall Street's Best Comeback Trades | Stablecoin Revolution

Is PayPal ($PYPL) quietly becoming one of the market's most overlooked opportunities? On this clip from Financial Compass [https://youtu.be/jtiOcguv8aY?si=0jYwsrWjwI4uKwpy], host Todd M. Schoenberger sits down with Mish Schneider, Founder of the Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, to discuss why she's growing increasingly bullish on PayPal. Rather than chasing momentum, Mish explains why she's building a position methodically as PayPal reaches key technical milestones. She combines chart analysis with a long-term fundamental thesis centered on one of the fastest-growing areas in finance: stablecoins. As countries seek faster cross-border payment solutions and greater access to U.S. dollar-backed digital assets, Mish believes PayPal's proprietary stablecoin could position the company at the forefront of the next evolution in digital payments. In this clip: Why Mish is accumulating PayPal shares The technical setup she's watching How stablecoins could transform global payments Why fundamentals and technicals are aligning What investors should watch next Watch now to hear why Mish believes PayPal's next chapter may be far more exciting than Wall Street realizes. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #PayPal #PYPL #Stablecoins #FinancialCompass #MishSchneider #ToddMSchoenberger #MarketGauge #Fintech #DigitalPayments #Investing #StockMarket #Trading #TechnicalAnalysis #GrowthStocks #Crypto #WallStreet #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

The League With the Biggest Future? Shana Sissel's Answer Will Surprise You

Which sports league has the greatest upside for franchise values over the next decade? On the debut episode of Franchise Value [https://youtu.be/sMPHisQjwLg?si=46Pm7O4JKDuZwYyA], host Todd M. Schoenberger asks co-host Shana Sissel, CEO of Banríon Capital Management and author of Tough Minded, to name the league she believes offers the biggest valuation opportunity. Her answer? The WNBA. Shana explains why the Caitlin Clark effect, surging television ratings, increasing institutional investment, growing corporate sponsorships, and the league's unique relationship with the NBA are creating one of the most compelling growth stories in professional sports. If you think the NFL, NBA, or MLB still have the most room to grow, this conversation may change your perspective. Franchise Value is where sports meets capital. Hosted by Shana Sissel and Todd M. Schoenberger, exclusively on Biz Talk Today TV. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #FranchiseValue #WNBA #CaitlinClark #SportsBusiness #SportsInvesting #FranchiseValuations #PrivateEquity #SportsFinance #ShanaSissel #ToddMSchoenberger #BizTalkTodayTV #Women'sSports #Investing #BusinessOfSports #SportsMedia Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]