This Motley Fool Hidden Gems podcast, recorded on October 2, 2026, reviews lessons from the third quarter, consumer health, Nike’s results, which the hosts called not very impressive after the market closed, and Netflix’s growth. The hosts argue AI is lifting the market and economy, but money is flowing mainly to a small group of large companies, and the business models of AI labs such as Anthropic and OpenAI remain unclear, even though their revenue growth is strong. Lou Whiteman cites an Apollo Global Management estimate that annual AI end-user revenue must reach between $1.5 and $2 trillion by 2030 to justify build-out spending, while Gartner puts total global software spending at $1.47 trillion. Travis Hoium notes Oracle is down over 50% since its large deal with OpenAI.
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