The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
About this episode
Steve Eisman discusses the impact of the AI revolution on the stock market with guests Dan Ives and Gil Luria.
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 70 of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives and Gil Luria for a wide-ranging debate on the most important question in markets right now: has the AI trade fundamentally changed, and what does that mean for the stocks that dominate most portfolios? They discuss where we stand with AI compared to where we were a year ago, how specific companies like Google & Oracle have faired, and how the political pressure surrounding data centers has factored in. 00:00 - Intro 02:11 - Where We Stand with AI Right Now 07:04 - Counterarguments Against AI 16:51 - Palantir 19:09 - Google 22:50 - Apple 24:52 - Oracle 30:16 - Winners & Losers 44:28 - Data Centers & Politics 48:40 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and…
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