Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap

On this episode of The Weekly Wrap, Steve Eisman breaks down the recent market correction, rising inflation, and why AI may be transforming tech from a capital-light industry into one that requires trillions in ongoing investment. He also examines major developments involving Google, OpenAI, Oracle, SoftBank, Apple, private equity, and private credit, while exploring the growing role of addiction-driven business models across technology and consumer products.

00:00 - Intro

00:58 - Why We Record on Thursdays

02:10 - The Recent Market Correction

03:55 - Google Raising $85 Billion

05:34 - SoftBank, Oracle, & Supermicro

09:19 - My Personal Portfolio

09:42 - AI Capex Spending & OpenAI Cutting Prices

11:20 - Our Deep Dive Into Citigroup

11:49 - Inflation Numbers & K-Shaped Economy Updates

12:56 - Iran War Updates

13:28 - Anthropic, OpenAI, SpaceX, & Google

14:14 - Apple's AI Strategy

15:03 - AI Addiction

18:05 - Private Equity Updates

21:30 - Outro

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