AI Is Dipping, and Now Might Be the Time to Buy

Hello there.

Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of tech from the past week. Every Monday, we’ll tackle policy, and every Wednesday, we’ll recap finance.

This week, we’ve got…

With how quickly the market and investment climate are changing right now, we can’t afford to fall behind. You can always read the latest and most relevant finance news & updates at FinanceWrapped.com.

And for daily deep dives covering everything from stocks and crypto to trade relations, AI investment signals, and more, subscribe to our daily newsletter Stocks & Income.

In partnership with Pacaso

VCs back startups for outsized returns. Everyday investors wait. But rule changes fixed that. Take Revolut. In 2016, 433 people averaged a $2,370 stake. Today? Its valuation is up 89,900%. No wonder 10K+ people and the investors behind Uber and Venmo are taking the chance on Pacaso. Founded by a former Zillow exec, they’ve made $110M+ in gross profit to date.

Invest Before September 18

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

Please support our sponsors!

Nvidia beat earnings expectations again, but the stock still slipped on China uncertainty. That reaction says a lot about just how sky-high expectations have become in the artificial intelligence sector. Companies are pouring hundreds of billions into AI infrastructure, a spending spree fueling nearly half of this year’s GDP growth and sparking real fears of a new bubble.

The pressure to keep up is relentless. Amazon is projected to boost its cloud-related capital expenditures by $33 billion next year just to stay in the race with Microsoft and Google. Nvidia, meanwhile, is already looking beyond the data center, rolling out a $3,499 “robot brain” to jumpstart what it calls the “physical AI” revolution. Think robots with reflexes.

And as the tech gets smarter, things are getting stranger. Experts are flagging “AI psychosis,” where AI users are increasingly creating delusional realities with chatbots. Efficiency is always the biggest flex in this industry, but it’s butting heads with ethics in a brave new world, and not always in ways that make sense for your portfolio. Still, Pandora’s Box has been opened; now it’s just a matter of hashing out the new normal.

In partnership with Uniswap

Uniswap is a trusted way to swap and explore crypto across chains.

Browse, research, and swap tokens without leaving Uniswap. Stay in control of your crypto.

Get Started

Please support our sponsors!

While AI eats the economy, the streaming giants are trying to keep your attention with some surprisingly old-school moves. Apple is pushing into radio. YouTube TV is clinging to football. And the content game right now is all about holding the line.

Apple’s new partnership with TuneIn puts its curated radio stations on 75 million devices outside its own ecosystem. That’s a big shift for a company that’s been losing market share to Spotify and others. Meanwhile, YouTube TV narrowly avoided a blackout of Fox Sports just as college football kicks off. The short-term extension keeps the games on for now, but the pricing fight is yet to be fought.

So it would seem, content is still king, but distribution is the battlefield. Apple’s radio play is a bet on reach. YouTube TV’s Fox deal is about retention. If you’re holding media or tech stocks, keep an eye on who’s winning the bundling war, and who’s paying too much to stay in it.

In partnership with AltIndex

You don’t need a Bloomberg Terminal and $25k to become a better trader.

You need a smart phone and some vision.

Are you looking for an edge in the stock market?

We’ve found that the only edge worth having in the stock market is data.

Not just earnings reports and moving averages. We mean all the data:

With AltIndex, you can access every one of those data points for hundreds of stocks—all from your phone.

The platform takes it a step further by combining every signal into an easy-to-understand AI Score for every stock, so you know what to pay attention to and what to ignore.

If you’re ready to step up your trading game, AltIndex is your seat at the table.

Please support our partners!

This episode of This Week in Tech mixes tech nostalgia, radioactive surprises, and the weird future of AI-powered web browsing.

📻 Tune in to:

🎧 Listen on:

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake