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The AI Spending Boom is Propping Up Wall Street — and Trump | Pivot

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October 10, 2025

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Kara and Scott discuss Tesla’s rollout of cheaper models, OpenAI's $1 trillion computing power deals, and why gold prices have topped $4,000 for the first time. Then, who will be Apple’s next CEO when Tim Cook steps down? Also, major banks want to get their hands on the IPO of Fannie Mae and Freddie Mac, and and Kara reveals her criminal past.

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Producers:

Lara Naaman

Zoë Marcus

Taylor Griffin

Annika Robbins

Video Producer:

Jim Mackil

Vox Media's Executive Producer of Podcasts:

Nishat Kurwa

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The AI Spending Boom is Propping Up Wall Street — and Trump | Pivot · Pivot · Sentinel