The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
Jul 31, 2026 - 00:43:29
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Radio and PodcastLive Radio & PodcastsBank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown. With $77 billion in AI related-debt raised in June, should investors prepare for anot...
No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26 is an episode from Nightly Business Report by CNBC. Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are...
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Published Jul 21, 2026, 00:44:04 long, audio available.
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