AI is about to break the U.S. grid
Wall Street Unplugged - What’s Really Moving These Markets

AI is about to break the U.S. grid

2025-09-24
AI spending is out of control—and it’s creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader. In this episode: Happy birthday to my youngest daughter! [1:08] AI spending is insane—but we’re far from a bubble [2:49] The AI power crisis is coming… Are you prepared? [7:32] Why I’ve changed my tune on the solar sector [17:34] CoreWeave is pullin...
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