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The AI stock boom is moving at lightning speed — billion-dollar deals, soaring share prices, and nonstop hype. But who’s actually making money in AI… and who’s just burning cash?
In this week’s episode of This Week on Wall Street, we break down the entire AI investing ecosystem — from apps like ChatGPT and Claude, to foundational models (OpenAI, Anthropic, xAI, Google Gemini, Meta Llama), to the hyperscalers (Microsoft, Amazon, Alphabet, Oracle, CoreWeave), and finally the hardware winners (Nvidia, Cisco, Corning, Constellation Energy, and more).
You’ll learn:
✅ The 4 layers of AI stocks every investor must understand
✅ Why AI applications and models are losing billions while infrastructure players profit
✅ How Nvidia, Microsoft, Meta, and Google are funding the AI race
✅ The risks of AI’s circular spending cycle — and why a crash could come fast
✅ Where investors should be looking for real opportunities in AI stocks
💡 This episode features special guest Josh Baylin, a hedge fund veteran and AI expert, who shares insider insights into where smart money is moving in 2025.
Timestamps:
00:00 – Intro: Why tracking AI is so hard
00:41 – September’s mega-deals (OpenAI, Nvidia, CoreWeave, Meta)
02:05 – Big Tech shake-ups (Meta–Gemini, Microsoft–Anthropic)
02:44 – The 4-layer AI framework
02:55 – Layer 1: Apps losing money (ChatGPT, Gemini, Claude)
04:19 – Layer 2: Models burning cash (OpenAI, Anthropic, xAI, Meta, Google)
05:26 – Layer 3: Hyperscalers’ profits & reinvestment (Amazon, MSFT, CoreWeave, Oracle)
07:27 – Layer 4: Hardware & infrastructure boom (Nvidia, Cisco, Constellation, Corning)
08:11 – Who funds AI: VC, debt, Big Tech cash flows
10:17 – Why AI spending continues (Nadella, Zuckerberg, Page)
11:36 – The circular AI money loop & crash risk
13:09 – Guest Josh Baylin: constraints, edge compute & investment opportunities
21:00 – Where investors should bet now + wrap-up & the Stansberry AI System
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