Closing Bell Overtime: Rare Interview with Sony Entertainment CEO; Latest Read on AI Demand From SMCI & CRWV 8/11/26

Closing Bell Overtime: Rare Interview with Sony Entertainment CEO; Latest Read on AI Demand From SMCI & CRWV 8/11/26

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  • Afsnit
    • 2370
  • Udgivet
    • 11. aug. 2026
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Afsnit
2370 of 2000
Længde
45M
Sprog
Engelsk
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Kategori
Økonomi & Business

Sonali Basak, Chief Investment Strategist at iCapital, assesses the broader market setup and where investors can find opportunity as valuations and macro risks compete for attention. Super Micro and CoreWeave puts the AI infrastructure trade back in focus. Brent Thill of Jefferies reacts to CoreWeave results and explains what they reveal about demand for compute, AI spending and the economics behind the buildout. Our Julia Boorstin has a rare interview with Sony Pictures Entertainment CEO Ravi Ahuja on the state of the media industry, the evolving economics of Hollywood and the power of franchises like Spider-Man.

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Cover for Closing Bell Overtime: Rare Interview with Sony Entertainment CEO; Latest Read on AI Demand From SMCI & CRWV 8/11/26

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