By Yahoo Finance Video
Publication Date: 2026-10-27 17:06:00
00:00 Speaker A
I wonder too, like on the on the meta news. So we’ve got Broadcom in the deal, AMD in the deal, Nvidia’s in the equity issuance. Uh any thoughts on that Madison in terms of, you know, what does that mean in the marketplace or I mean it’s more of the circularness, but not necessarily bad.
00:23 Madison
Yeah. Yeah. I mean, and you brought up the circular funding at the beginning of this when when we were reading that S1, you know, right at the top, you start to see all these other mentions of members of the Mag 7. It doesn’t exactly quell investor fears of circular funding, but that’s been par for the course for these companies. That’s not necessarily new and it hasn’t been a problem for investors before. Why would it be a problem for them today as long as these companies are able to keep up with the pace of
00:58 Madison
money that’s needed to fund this infrastructure build out. To me, what’s going to be interesting and I’d actually love your thoughts on this is the neo clouds and whether or not the market tolerance or patience for those companies is what’s starting to wain more than a tolerance problem for the kind of circular funding big names.
01:25 Speaker A
Yeah. I I mean, I think, you know, we got a report from Goldman that and and then we had Torsten Slok of Apollo saying, you know, that the AI build out’s going to peak. I’m not sure what they mean by AI spending because, you know, that’s a pretty broad…
