18:I[66739,["/_next/static/chunks/0u0nyy7wb9me2.js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc","/_next/static/chunks/0grzc_bs9nylk.js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc"],"default"] 1a:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_H6N8Ebtb9A1fyoMh3XHyqFps8fVc"],"IconMark"] 19:T547,

Philip Straehl covers the latest on escalating U.S./China trade tensions. Despite Trump threatening additional tariffs on China, Philip thinks we will see something worked out before November 1. He encourages investors to stick to a longer-term view of markets. He’s concerned about the AI rally and the financing behind it. Philip thinks that the AI infrastructure buildout is approaching its limit; he shares alternate investment ideas.

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Straehl: AI Infrastructure Buildout Approaching its Limits

Schwab Network

Straehl: AI Infrastructure Buildout Approaching its Limits