Podcast interview on Stansberry Research’s This Week on Wall Street with Matt Weinschenk, released July 15, 2025.
I joined Matt Weinschenk on This Week on Wall Street to talk about which companies are poised to profit most as Big Tech ramps up its spending on AI infrastructure and AI moves from hype to real-world use.
We get into Apple’s AI pivot, Google’s counterpunch with new search and video tools, Nvidia’s data-center growth, the shift toward embedded AI tools and why Cloudflare could be the dark-horse winner as an edge-computing play.