The biggest AI spenders are not the biggest winners.

Even fire trucks are an AI play now. Kenny Polcari opens on the AI trade and gets an answer that keeps widening. Kevin Kelly, Founder and Chief Executive Officer of Kelly Intelligence, argues AI has stopped being a sector and turned into an attribute of almost everything, right down to the company building municipal fire trucks. Melissa Otto, CFA, Head of TMT Research at Visible Alpha, part of S&P Global Market Intelligence, brings the estimate data behind it and puts a number on what data centers will pull from the power grid. Then the host and the analyst disagree, on air, about whether cash is safe. Timestamps: 00:00 The question going into earnings season 00:56 What the estimate data says about memory demand 02:26 Why everything has become an AI play 04:54 Picking a lane in a supercycle 05:34 High bandwidth memory, and why it changed the business 05:55 The obsolescence problem nobody prices 06:45 Individual names or broad exposure 08:31 Why the cost of capital splits the market in two 09:26 What the hyperscalers have committed to spend 11:14 The concentration inside a broad index fund 12:11 The case that riskless yield pulls money out of stocks 13:25 The pushback: cash in an inflationary economy 14:28 What Japan actually teaches here 16:18 The power grid number, and what it means 17:20 Third quarter earnings and what to watch 18:04 Buybacks as the signal this cycle 19:08 Dividend growers against dividend aristocrats 21:30 Why emerging markets ran 22:11 Year end, higher, lower or flat Featuring: Kenny Polcari, Host, Trader Talk, Yahoo Finance Kevin Kelly, Founder and Chief Executive Officer, Kelly Intelligence Melissa Otto, CFA, Head of TMT Research, Visible Alpha, part of S&P Global Market Intelligence Kenny Polcari gives it to you straight. New episodes Wednesdays at 5pm ET. #TraderTalk #YahooFinance #AI #Semiconductors #Earnings #Investing == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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