Dumb Money Live

Meta beat. Microsoft missed. The reactions were extreme.

Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand.

With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward.

Why Amazon earnings matter most right now.

Today on Dumb Money, the company that quietly dominated the holidays.

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.

AI isn't running out of GPUs… it's running out of power. Today on Dumb Money, the overlooked AI energy supplier that could be one of the most misunderstood stocks in the market.

Today on Dumb Money, our trade setup after $NVDA earnings.