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Oct 22, 2026 at 03:10 PM

While we eyeball company level spending on AI, we must not be blindsided by the larger narrative of the marketing demanding greater evidence of ROI. Another note, while Griffen was noted as saying AI is in a bubble, Blackstone President pushed back that notion. So, the jury is still oit

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Cuts Capex, Meta Raises It

Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...

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While we eyeball company level spending on AI, we must not be blindsided by the larger narrative of the marketing demand…