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No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
Bank 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...
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No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26 is an episode from The Exchange by CNBC. Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown....
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Published Jul 21, 2026, 00:44:04 long, audio available.
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