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The Real Eisman Playbook — Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap
Not scored yet23m·2026-07-24·Money

Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap

The Real Eisman Playbook

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a pivotal week in markets. Google raised its AI capex to $205 billion, posted negative free cash flow, and saw its stock fall 7%, while Tesla was also down 14.5%. Steve also…

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