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Bulls, Bears & BSAuthor: Graham Summers, MBA
Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Grahams cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crains New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopolitical and financial events. Thanks to its upbeat and to-the-point delivery this product is perfect for traders looking for concise timely market analysis. This is where Graham really cuts loose with his insights, distilling current events and macro developments as only he can. Language: en-us Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The SaaSpocalypse: Why the AI Trade Just Flipped on Its Head
Sunday, 15 February, 2026
The "Mag 7" era of easy gains is over, replaced by a brutal rotation that’s catching investors off guard. This week, Graham Summers, MBA, tackles the growing "CapEx Crisis"—why the market is suddenly punishing Big Tech for their massive AI spending and demanding proof of ROI.We dive deep into the SaaSpocalypse: the moment AI stopped being a "feature" for software companies and became a terminal threat. With new agentic models now writing, debugging, and maintaining their own code, the traditional SaaS business model is facing an existential crisis. Are we witnessing the bursting of the AI bubble, or a violent evolution where "Hard Assets" are the only safe harbor?Support the showThanks for listening! Follow us on Twitter and Instagram.
