Leave your feedback Share Copy URL https://ar-c.org/video/8N406t2chFG.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Oil Just Hit $100—Now The AI Trade Has A New Problem Shelley Moore Capito [Ub0b2VZ9wio] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT Tag: #Shelley Moore Capito, #fast and furious, #cardinals vs athletics, #john cenaOil just crossed $100 again, but the bigger story is what that does to the AI trade. Higher energy costs can keep inflation pressure alive, lift Treasury yields, and raise the discount rate applied to long-duration technology profits.Alphabets latest quarter sorana crstea shows why that matters. Revenue grew 24% and Google Cloud grew 82%, yet quarterly capital spending reached $44.9 billion and free cash flow fell to negative $5.9 billion. Demand is strongbut in this market, demand alone is not proof that AI returns will outrun the rising cost of capital.The three signals to watch are oil near $100, the U.S. 10-year yield around 4.7% or higher, and whether participation across technology stocks remains weak or begins to improve. Price is the surface. rafael jodar Liquidityand the cost of fundingis the message.00:00 Oil Hits $10000:43 How Oil Reprices AI01:18 Strong Demand, Bigger Cash Test02:13 What the Market Needs to See02:37 Three Confirmation Signals03:04 The starship Fed Is No Guarantee03:21 The Calm Verdict This content is for education and general information only. It is not financial advice, investment advice, or a recommendation to buy or sell any asset.#OilPrices #AIStocks #TreasuryYields #TheCalmMetrics
Tag: #Shelley Moore Capito, #fast and furious, #cardinals vs athletics, #john cenaOil just crossed $100 again, but the bigger story is what that does to the AI trade. Higher energy costs can keep inflation pressure alive, lift Treasury yields, and raise the discount rate applied to long-duration technology profits.Alphabets latest quarter sorana crstea shows why that matters. Revenue grew 24% and Google Cloud grew 82%, yet quarterly capital spending reached $44.9 billion and free cash flow fell to negative $5.9 billion. Demand is strongbut in this market, demand alone is not proof that AI returns will outrun the rising cost of capital.The three signals to watch are oil near $100, the U.S. 10-year yield around 4.7% or higher, and whether participation across technology stocks remains weak or begins to improve. Price is the surface. rafael jodar Liquidityand the cost of fundingis the message.00:00 Oil Hits $10000:43 How Oil Reprices AI01:18 Strong Demand, Bigger Cash Test02:13 What the Market Needs to See02:37 Three Confirmation Signals03:04 The starship Fed Is No Guarantee03:21 The Calm Verdict This content is for education and general information only. It is not financial advice, investment advice, or a recommendation to buy or sell any asset.#OilPrices #AIStocks #TreasuryYields #TheCalmMetrics