What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on. Travis Hoium, Lou Whiteman, and Jon Quast discuss big tech’s $650 billion bet on AI, tThis week’s SaaS-pocalypse, playing gold, silver, and bronze, and stocks on our radar. Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Microsoft (MSFT), Meta Platforms (META), Coupang (CPNG), Cava (CAVA), Chipotle (CMG), Starbucks (SBUX), Portillo’s (PTLO), Texas Roadhouse (TXRH), Markel (MKL). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.

Guests: Lou Whiteman,Jon Quast

Published: Sat 7 February 2026