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Equity Mates Investing Podcast — AI investors are getting nervous. Should they be?
Scout ratingSCOUT· 39%46m·2026-08-10·Money

AI investors are getting nervous. Should they be?

Equity Mates Investing Podcast

Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI…

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What people are saying

Great listen, but I don't understand why people keep thinking Apple has some huge market share, they only hold about 20% of the world phone market, they are a small player compared to Android.

@RuchNZ · YouTube comment

If you've missed all of the cheap stocks, just remember that these AI data centers need an enormous amount of power required and Sam mentioned this near the start. Massive spend on nuclear is just around the corner and anything in this spac…

@larryfine4719 · YouTube comment

If I hear the word AI one more time im going to lose it

@TryABaconSlice · YouTube comment

Humanity needs to reject AI & data centres collecting information on every single person, and business etc. My personal digital information is not for sale by a third party without my consent. The danger is real and significant to every gov…

@darkomilic9734 · YouTube comment

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