AI stocks took a hit this week, but does the sell-off signal a lasting shift in the market’s biggest trade? Travis Hoium, Lou Whiteman, and Emily Flippen discuss the future of AI spending, companies fighting disruption, and Tesla’s shifting EV strategy. They also challenge assumptions about Google Search, S&P 500 diversification, and Big Tech’s staying power before putting two beaten-down stocks on their radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: is AI Over?, non-AI opportunities, Tesla ends Cybertruck, are we sure?, Big Tech risks, and stocks on our radar. Companies discussed: Nvidia (NVDA), Duolingo (DUOL), Uber Technologies (UBER), Alphabet (GOOGL), Datadog (DDOG), Tesla (TSLA), Meta Platforms (META), Apple (AAPL), Rivian Automotive (RIVN), Volkswagen (VWAGY), Microsoft (MSFT), Axon Enterprise (AXON), Zebra Technologies (ZBRA). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.

Guests: Lou Whiteman,Emily Flippen

Published: Sat 7 November 2026