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The Exchange

Capital Concerns Hammer the AI Trade 10/22/26

Donnerstag, 22. Oktober 2026 · 44 min

MP3

Shownotes

Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can use to raise funds. Plus, Palantir’s Joe Lonsdale’s long-term investment advice.

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