Allie Canal

speaker

325 appearances 4 recordings 1 series first heard Jul 2026 last heard 3d ago

Allie Canal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.

Appearances

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Here's the Scoop · What’s Fueling the Washington Wildfires; SpaceX’s Wild Ride on Wall Street · 6 Aug 2026 podcast

All of that wasn't enough to calm investors' fears around spending because capital expenditures, that was up sixfold to $18.4 billion.

The majority of that focused in AI.

Okay.

Yeah, just spending aggressively.

So SpaceX spending in AI.

SpaceX.

spending in AI.

And this is a story we've seen across the tech space.

A lot of investors are worried on the payoff for AI.

Right, because it's not showing any earnings, right?

Exactly.

When are we going to see the profits?

When are we going to see the return on some of those investments?

And even though right now the story seems to be okay for SpaceX when you look at it operationally from these initial numbers, the longer-term pay

is going to take some time and it clearly is so significant.

So that is what spooked investors this week.

They're just spending so aggressively on AI and we just don't know when we're going to see some of those returns.

Do we know yet?

Yeah.

What's really interesting is that we have some data from Vanda Research, and they said that retail investors have been net buyers every single day since the IPO.

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