The AI spending boom is reshaping much more than the technology sector.

In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for capital, how that could be contributing to higher bond yields and borrowing costs, and why hyperscalers are increasingly turning to debt to fund the buildout. They also look at how dramatically the business models of companies like Microsoft, Alphabet, Amazon, Meta and Oracle have changed as capital expenditures surge. 

They then debate the biggest unanswered question in AI: where do the profits ultimately come from? The conversation covers consumer adoption, AI agents, enterprise use cases, advertising, Chinese competition and whether today's spending can eventually generate adequate returns—or whether parts of the boom are headed for a major reset. 

Plus, they discuss Canada's potential advantage from abundant energy and natural resources, what rising bond yields could mean for mortgages and housing, and why Oracle may be one of the more vulnerable players if the AI buildout runs into physical or financial constraints.

Watch the full video on Our New Youtube Channel!

Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

Asset Allocation ETFs | BMO Global Asset Management

This podcast Ad Read is intended for information purposes only. The information provided
herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should
the information be relied upon as investment, tax, or legal advice to any party. Particular
investments and/or trading strategies should be evaluated relative to the individual’s investment
objectives and professional advice should be obtained with respect to any circumstance. Past
performance is no guarantee of future results.
The viewpoints expressed by the speaker represent their assessment of the markets at the time
of recording . Those views are subject to change without notice at any time.
Commissions, management fees and expenses all may be associated with investments in
exchange-traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before
investing. Exchange-traded funds are not guaranteed, their values change frequently and past
performance may not be repeated.
For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set
out in the BMO ETF’s prospectus. BMO ETFs trade like stocks, fluctuate in market value and
may trade at a discount to their net asset value, which may increase the risk of loss.
Distributions are not guaranteed and are subject to change and/or elimination.
BMO ETFs are managed by BMO Asset Management Inc., an investment fund manager, a
portfolio manager, and a separate legal entity from Bank of Montreal.
BMO Global Asset Management is a brand name under which BMO Asset Management Inc.
and BMO Investments Inc. operate.
“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under
licence.

The AI spending boom is reshaping much more than the technology sector.
In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for capital, how that could be contributing to higher bond yields and borrowing costs, and why hyperscalers are increasingly turning to debt to fund the buildout. They also look at how dramatically the business models of companies like Microsoft, Alphabet, Amazon, Meta and Oracle have changed as capital expenditures surge.&nbsp;
They then debate the biggest unanswered question in AI: where do the profits ultimately come from? The conversation covers consumer adoption, AI agents, enterprise use cases, advertising, Chinese competition and whether today's spending can eventually generate adequate returns&mdash;or whether parts of the boom are headed for a major reset.&nbsp;
Plus, they discuss Canada's potential advantage from abundant energy and natural resources, what rising bond yields could mean for mortgages and housing, and why Oracle may be one of the more vulnerable players if the AI buildout runs into physical or financial constraints.
Watch the full video on <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
This podcast Ad Read is intended for information purposes only. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment, tax, or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual&rsquo;s investment objectives and professional advice should be obtained with respect to any circumstance. Past performance is no guarantee of future results. The viewpoints expressed by the speaker represent their assessment of the markets at the time of recording . Those views are subject to change without notice at any time. Commissions, management fees and expenses all may be associated with investments in exchange-traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. Exchange-traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF&rsquo;s prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., an investment fund manager, a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. &ldquo;BMO (M-bar roundel symbol)&rdquo; is a registered trademark of Bank of Montreal, used under licence.

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

The Canadian Investor

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.