Episode 93 | Big Tech Earnings, The AI Spending Boom & What Midterm Elections Mean for Markets

Written by Consilio Wealth Advisors

Description:

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang break down Big Tech earnings, massive AI investments, and growing concerns about profitability. They also explore midterm elections and market performance, Anthropic’s rapid growth, and the proposed DoorDash acquisition of Instacart.

We discuss:

➡️ The Fed holding rates steady and the outlook for interest rates
➡️ Midterm elections and their historical impact on markets
➡️ Big Tech earnings, AI spending, and infrastructure costs
➡️ Anthropic’s growth and the future of AI profitability
➡️ DoorDash’s proposed acquisition of Instacart

Consilio Wealth Advisors

Consilio Wealth Advisors is a leading wealth management firm that serves tech executives, primarily at the large public tech companies in the US. We help hundreds of families build and maintain financial independence, and we assist many families who are fully retired well before age 65.

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Episode 92 | Fed Rate Hike, Tokenized Stocks & The Future of AI Regulation