Key facts
- Big Tech earnings season is heating up.
- AI companies' massive spending on data centers and infrastructure is under scrutiny.
- A potential Tesla-SpaceX merger is being discussed.
- Opposition to data centers is becoming a political issue ahead of US midterm elections.
The Tech Latest podcast, in its first regular U.S.-focused edition, is delving into key trends shaping the technology sector. Hosts Katey Creel and Yifan Yu are examining what investors will be watching as Big Tech earnings season commences, alongside the justification for significant AI-driven investments in data centers and infrastructure. The discussion also includes speculation about a potential merger between Tesla and SpaceX, and the rising political opposition to data centers in the lead-up to the US midterm elections. Meanwhile, Deutsche Bank Research's Rate Check podcast, hosted by Shreyas Gopal and Henry Allen with guest Parag Thatte, is also covering US equity resilience, Q3 earnings expectations, and the interplay of interest rates and equity valuations, alongside global market drivers like energy prices and European fiscal concerns.