ABOUT THIS EPISODE
Tom Essaye breaks down how Middle East disruptions have tightened global helium supplies and pushed prices higher. He explains why the shortage isn’t likely to meaningfully move CPI or core PCE, but could raise costs for semiconductor and memory production at a time when AI infrastructure is already getting more expensive. With helium critical to chip fabrication, prolonged shortages could reduce production, drive memory prices higher and add even more pressure to AI CapEx for OpenAI, Anthropic and hyperscalers.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse
Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network: https://schwabnetwork.com/about
