
Google Issues a Dire Warning About the “AI Boom”
About this episode
Google just reported something it had never reported in its entire history as a public company: Negative quarterly free cash flow. Not a small decline, either: $5.9 billion. From Japan to Thailand, China and the United States, the boom is producing some enormous numbers. What it is NOT producing—at least for the foreseeable future—is the real story.
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https://www.reuters.com/world/china/chinas-june-trade-tops-forecasts-buoyed-by-ai-boom-2026-07-14/
https://finance.yahoo.com/video/chip-stocks-fight-to-rebound-as-semiconductors-slip-into-bear-market-135658468.html
https://www.instagram.com/reel/DUa50unFSzj/?hl=en
https://www.facebook.com/FastMoney/videos/memory-surge-squeezes-mega-caps/990228643625342/
https://www.instagram.com/reel/DRCybx2EcKk/
https://finance.yahoo.com/video/metas-data-center-costs-are-skyrocketing-heres-what-you-need-to-know-203416070.html
https://www.bloomberg.com/news/newsletters/2026-07-22/the-ai-export-boom-that-wasn-t
https://www.cnbc.com/2026/07/23/tesla-tsla-alphabet-googl-stock-today.html
https://www.youtube.com/watch?v=O9tBCe-vR7o
https://finance.yahoo.com/video/earnings-negative-cash-flows-make-big-tech-more-economically-sensitive-140918058.html
https://www.bbc.com/news/articles/c235n47g8g8o
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