The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 9 May 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
Anthropic just teamed up with Goldman Sachs and Blackstone to launch a $1.5 billion AI venture targeting private equity-owned companies—signaling that AI monetization is moving decisively beyond Silicon Valley and into mainstream corporate finance. This is a landmark moment for understanding where the real AI money is flowing.
Today's Stocks & Topics: CVS Health Corporation (CVS), Market Wrap, Domino's Pizza, Inc. (DPZ), The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing, Value Stocks, Invesco S&P SmallCap Energy ETF (PSCE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Rising Cost of Jet Fuel, FactSet Research Systems Inc. (FDS), KPP Newsletter, Memory Chips Stocks.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.8 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.8 | Welcome everybody to the Friday, May 8th, 2026 edition of InvestTalk. |
| 0:42.1 | I'm your host, Luke Guerrero, and I'll be with you over the next 50 or so minutes while we round out the week and send ourselves off into what hopefully is a calm and relaxing weekend. |
| 0:54.1 | As always, we've got a bunch of stories to talk about |
| 0:56.2 | today. We have plenty of questions to answer. Before we get started with that, I do want to |
| 1:00.5 | remind you that we did wrap up our latest Invest Talk wealth webinar on Wednesday, where we |
| 1:05.5 | talked all about inflation. As always, we did about a 50-50 split between a presentation on how you can orient your portfolio and inflation. As always, we did about a 50-50 split between a presentation on how you can orient |
| 1:13.4 | your portfolio in inflationary times, and then the other half answered finance and investment |
| 1:19.8 | questions from our audience. If you missed the webinar, which was on Wednesday, if it's not |
| 1:25.3 | available yet, it should be available soon over on our YouTube channel. |
| 1:29.2 | Just head over to YouTube and search InvestTalk with two T's. |
| 1:33.1 | Now, in just a bit, we'll talk about today's market performance and run down those show topics. |
| 1:37.4 | But why don't we start off this show by answering a fresh caller question? |
| 1:41.6 | I'm calling in about CVS. |
| 1:44.5 | I've bought a little bit here, |
| 1:46.2 | wanting to know what you guys think about |
| 1:48.7 | kind of going all in or keep buying little by little |
| 1:52.0 | as it keeps coming down. |
| 1:53.7 | Where do you see, obviously, your major support levels? |
... |
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