Neuberger Senior Research Analyst Dan Flax joins Brooke DiPalma on Market Domination to discuss growing investor concerns over massive AI infrastructure spending by tech hyperscalers. Flax explains where he sees opportunity for companies like Meta (META). Video Transcript 00:00 Speaker A Investors though just so fixated on this fear of how much these hyperscalers are spending. What's your take? 00:05 Dan I think we're we're at a critical point here given that the cloud businesses in particular are inflecting. You're seeing accelerating growth helped by AI workloads, of course. But at the same time, the capital needs are growing. And so you're seeing uh the companies raise debt. We saw Google earlier this year raise some equity.
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