You Buy the Rally. Big Tech Sells More Stock.
October 29, 2026 - Investors want a piece of the AI boom. But how much new stock will they have to absorb to keep funding it? Zach Abraham and Chase Taylor examine a problem that gets less attention than earnings growth: the enormous capital needs behind AI. When rising stock prices give companies an opportunity to issue more shares, enthusiasm for the technology can run into a growing supply of stock. What does that mean for investors waiting on the next market high? The conversation also covers Google’s selloff, Berkshire’s Google purchase, Apple’s stubbornly rich valuation, and whether more AI computing could move onto devices or into smaller, local data centers. As Amazon and Intel earnings arrive during the recording, the discussion turns to a bigger question: if big tech struggles, who takes over market leadership? Plus, a correction to yesterday’s Google discussion—capital spending guidance was unchanged—and a look at food-price pressures, Bitcoin’s trading range, and the costs of owning gold through a gold-backed IRA. Schedule your free Know Your Risk Review at KnowYourRiskRadio.com