PodcastThe Modern InvestorOctober 13, 2026
Market Open: Can the AI Spending Boom Keep Going?
Hosts Reda and Russell discuss AI infrastructure financing (SpaceX debt, Nvidia chips), nuclear power deals with Big Tech, oil supply stress, Q3 bank earnings and the upcoming US inflation print.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.