PodcastLive Well with MichelleSeptember 24, 2026
Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted?
Host Michelle Martin covers AI spending and its market effects: Alibaba's AI stack, hyperscaler capex, Singapore banks financing AI infrastructure, Meta's Muse agent threatening consumer-inertia stocks, Apple on-device AI, and agentic commerce.
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