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InvestTalk

How Big Tech Plans to Feed AI’s Voracious Appetite for Power

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.31.5K Ratings

🗓️ 6 August 2025

⏱️ 51 minutes

🧾️ Download transcript

Summary

As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures. 

Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Plans to Feed AI’s Voracious Appetite for Power, OKE - ONEOK Inc., RITM - Rithm Capital Corporation, Tariffs, Municipal Bonds, MUNI - PIMCO Intermediate Municipal Bond Active ETF, PLTR - Palantir Technologies Inc.



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is

0:12.2

InvestTalk, independent thinking, shared success.

0:17.9

Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.4

Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein.

0:37.4

Good afternoon, fellow investors, and welcome back to decline.

0:42.5

Good afternoon fellow investors and welcome back to Invest talk.

0:47.7

This is our Tuesday, August 5th, 2025 edition of InvestTalk. And I'm excited for this hour with you unpacking some interesting economic news that came across the wire today.

0:55.6

And most importantly, answering your finance investment questions, helping

0:58.9

become a better investor, giving you data and context and perspective that can help you make

1:05.4

better decisions with your money. That's what this hour is all about. So pick up the phone. Give me a call. 8 to 899 chart is the number

1:15.3

to reach out during our 4 to 5 Pacific Time live show or if you're listening after hours,

1:20.6

no big deal. That's fine too. You can call and leave a question and we'll answer it on a future

1:25.6

show. Now in just a bit where we'll talk about today's market performance and run down the show topics.

1:31.0

But as usual, let's tackle this first caller question now.

1:35.7

Hi, this is Dan from Walnut Creek.

1:37.1

I have a question about Qualcomm, thicker Q-C-O-M.

1:41.6

I purchased this one in my brokerage account that I have set aside for

1:46.8

stocks that are kind of on the down and out, trying to get them at the cheap. I've purchased a very

1:52.0

small position probably about a year or so ago now, and I'm down like 4%, almost 5%. I was wondering

1:58.8

what you thought of how this stock is going to do in the future.

2:02.4

Thanks for your answer.

2:03.6

All right, Qualcomm came out with earnings, the name that we own for some clients, about 2.4%

...

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