Luke Kawa, Sherwood News head of markets, joins The 8:30 team to discuss another round of big-tech earnings that fell below expectations and whether investors are actually balking at the debt and stock issuance needed to fund AI buildouts. Video Transcript 00:00 Speaker A step back for a second here. We went through the earnings we've got. Again, kind of the story there, a bit of the same on both. Good numbers, not good enough. 00:08 Speaker A Now we look at what we've seen in the market over the last like week, just the red we saw last week. Yesterday, the Nasdaq 100 turning into correction for the third time this year. 00:20 Speaker A I did some math. US chip makers, that group of stocks fell on Monday to a loss of 29% from their June high.
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