# Mike Armstrong
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Top podcast episodes featuring mike armstrong.
Tesla’s Flying Roadster Raises a Bigger Question About SpaceX
Tesla has finally unveiled its long-awaited Roadster, complete with rocket-style thrusters and the ability to perform aerial maneuvers. But beyond the engineering spectacle, the reveal raises a much bigger question: could Tesla and SpaceX eventually merge into one of the largest companies in the wo…
Hot Rods & Heroes Recap
Matt Gagnon recaps the Hot Rods & Heroes event, which drew an estimated 600 or more classic cars. Plus, a preview of the morning's guests, including Grace Curley, Steve Robinson, and Mike Armstrong. The final car count has yet to be confirmed.
The $4 Trillion AI Boom Is Running Out of Time to Prove Itself
The AI boom is facing a critical question: can companies generate enough revenue to justify the trillions of dollars being spent on data centers, chips, and infrastructure? With CoreWeave struggling under massive debt and investors growing nervous about AI stocks, the next round of earnings could r…
Americans Are Falling Behind on Debt as Inflation Eats Into Paychecks
More Americans are struggling to keep up with debt payments as higher interest rates and persistent inflation eat into household budgets. Nearly one in five borrowers has fallen behind on a payment, yet consumer spending remains strong, raising questions about how long the economy can maintain that…
Why This AI-Fueled Bull Market Is So Unpopular
Stocks have enjoyed a remarkable run powered by artificial intelligence, but investors and consumers are far less enthusiastic than they were during previous technology booms. Unlike the excitement surrounding the internet in the 1990s, today's AI revolution is generating concerns about job losses,…
AI Debt Problems Grow as Another Tech IPO Crashes
The financial pressure on the AI industry is spreading. CoreWeave's borrowing costs are soaring, a South Korean AI data center company's stock plunged 32% on its first day of trading, and investors are questioning whether the massive infrastructure boom can generate enough revenue to justify its gr…
Tech Stocks Tumble as Tesla's Growth Stalls and Investors Shift Away From AI
Technology stocks are getting hammered while much of the rest of the market is actually moving higher. Semiconductor companies and AI-related stocks have suffered steep losses in October, but an equal-weighted S&P 500 is up 4% for the month. Meanwhile, Tesla's latest earnings reveal a troubling slo…
Meta’s $700 Billion AI Financing Plan Raises New Questions
Meta delivered strong quarterly earnings, but investors are increasingly concerned about how the company plans to finance its enormous AI ambitions. A new share structure could allow Meta to raise as much as $700 billion in equity, while declining free cash flow and uncertainty surrounding future c…
AI Earnings Could Make or Break the Market Rally
The stock market is heading into a critical earnings week as investors question whether the massive AI spending boom can continue. With semiconductor stocks under pressure, Microsoft's data center plans raising questions, and Anthropic's potential IPO facing a narrowing window, upcoming reports fro…
The $4 Trillion Question Threatening the AI Boom
The AI boom is facing a new challenge: where will the money come from to finance another $4 trillion in data centers and infrastructure? As investors question whether AI companies can sustain their massive spending plans, Treasury yields are falling, corporate borrowing costs are rising, and sharp …
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