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The True Cost of AI Hidden in Big Tech’s Financials | WSJ’s Take On the Week

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The True Cost of AI Hidden in Big Tech's Financials | WSJ’s Take On the Week



In this week’s episode of WSJ’s Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to pull back the curtain on the opaque world of tech companies’ financial statements. They dig into why the massive infrastructure spend on AI data centers might be obscuring other fundamental corporate costs, specifically stock-based compensation.

Koharki explains why tech giants like Meta, Microsoft, Nvidia and Google’s parent company Alphabet need to provide clearer financial reporting. He breaks down the challenge investors face in distinguishing between necessary AI capital expenditure and other underlying costs, and why greater transparency is critical to accurately valuing these businesses in the current market.

Chapters:
00:00 – Introduction to AI and Free Cash Flow
00:48 – Concerns Over an AI-Driven Bubble
02:17 – The Impact of Stock-Based Compensation on Earnings
04:22 – The High Cost of AI Engineering Talent
05:46 – Calculating “True” Free Cash Flow
07:09 – Understanding Shareholder Dilution and Buybacks
09:52 – Accounting Standards and the Matching Principle
12:25 – Magnitude of Adjusted Cash Flow for Meta and Alphabet
14:54 – Why These Financial Discrepancies Matter
17:19 – Corporate Debt and the Shift to Asset-Heavy Models
19:07 – Market Expectations vs. Realistic CapEx Cycles
21:51 – Lagging Expenses and the S&P 500 Earnings Lift
24:54 – Unaccounted Life Cycle Costs of Data Centers
26:30 – Investment Considerations for the AI Era
28:13 – Conclusion and Final Remarks

This is WSJ’s Take On the Week where co-hosts Telis Demos, Heard on the Street’s banking and money columnist, and Miriam Gottfried, WSJ’s investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

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Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

#WSJ #AI #Earnings

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BITCOIN TURNS BEARISH AS AI CHIP STOCKS FALL – GOLD TRADE BTC UPDATE

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BITCOIN TURNS BEARISH AS AI CHIP STOCKS FALL - GOLD TRADE BTC UPDATE



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Disclaimer: This video represents my personal opinion that are for educational purposes only and do not necessarily constitute facts in any way. Therefore no posts represent investment advice. Trade and Invest at your own risk.
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TimeStamps:

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Disclaimer: This video represents my personal opinion that are for educational purposes only and do not necessarily constitute facts in any way. Therefore no posts represent investment advice. Trade and Invest at your own risk.
NOT FINANCIAL ADVISE
PLEASE CHOOSE CRYPTO EXCHANGE AFTER PROPER RESEARCH REFERRAL LINKS ARE NOT PERSONAL ENDORSEMENTS. Talking about an exchange is not endorsing

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Finance Manager Roles and Responsibilities – Role of a Financial Manager

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Finance Manager Roles and Responsibilities - Role of a Financial Manager



In this video Faisal Nadeem shared 10 most important finance manager roles and responsibilities or role of a financial manager or what are the role of a financial manager completely explained by @Knowledge Topper with suitable examples….

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Youtube: https://www.youtube.com/KnowledgeTopper/

Facebook: https://www.facebook.com/KnowledgeTopper/

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Facebook Group: https://www.facebook.com/groups/226675888342227/

#roles
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I Tested Scams to Make Money

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I Tested Scams to Make Money



Truck Carson 4 president
“Download Cash App Today: https://cashapp.yt.link/DLSypvi #CashAppPartner Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. See terms and conditions at https://cash.app/legal/us/en-us/card-agreement. Discounts, offers, promotions, and savings provided by Cash App, a Block, Inc. brand. Visit https://cash.app/legal/podcast for full disclosures.”

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Business Inquires:
Jack.Pembrook@night.co

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What is Finance? | Definition Financial Company|Financial Information| Accounts Video #financial

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What is Finance? | Definition Financial Company|Financial Information| Accounts Video #financial



Subscribe our channel
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Disclaimer : All The Information Provided On This Channel Are For Educational Purposes Only. This Channel Does Not Promote Or Encourage Any illegal .The Channel is No Way Responsible For Any Misuse Of The Information. Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.

#budget2023 #cmakuldeepbatra #whatisfinance #cmakuldeepbatravideo #exampreparation #financial #financecourse #financialeducation #financialdefination #meaningoffinancial

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Howard prints money on the anniversary of the creation of the U.S. Monetary System (August 8, 1786)

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Howard prints money on the anniversary of the creation of the U.S. Monetary System  (August 8, 1786)



If you needed an excuse to do some spending today, here you go. August 8th is National Dollar Day!

On this day, August 8th, in 1786, the United States Monetary System was established by Congress. For today, Howard discusses if we can print money in our shop while letterpress printing three dollar symbols. The dollars are 8 line pica in size and wood type that was made about 125 years ago. This was printed with Pantone 209 oil base ink using our Washington hand press.

#OnThisDay #todayinhistory #nationaldollarday #money #dollars #powerofthepress #SacHistoryMuseum #sacramento #museum #history #letterpress #printingpress #asmr #printing #youtubeshorts #youtube #shorts #short #shortvideo #oldsacramento

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Complete Finance MasterClass 2025 | For people in 20’s & 30’s

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Complete Finance MasterClass 2025 | For people in 20's & 30's



Notes of this class are available here : https://drive.google.com/file/d/1MZuY6I4Uo66CMSeFhdR4gaNYv3ORNBzS/view?usp=sharing

Time Stamps :
00:00 Capitalism breeds on Insecurity & Isolation
09:44 Real Inflation is 8-10%
18:53 Memorise these Rate & return formulas
21:05 4 Facts to Earn more (in long run)
29:40 5 Steps to spend less
45:22 Equity Stock & MF investment in Detail
1:34:13 Debt Funds in Depth
1:52:37 Real Estate : Rent, Owning & Land
2:17:48 Where to keep our money ?
2:30:53 Major learnings
2:44:08 Understanding Taxes
2:49:21 Bonus learnings & summary

Instagram ❤️:https://www.instagram.com/amandhattarwal/
Facebook Page: https://www.facebook.com/dhattarwalaman/
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Want to Work with us? Apply for Job here : https://bit.ly/workWithUs

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The Drums “Money” (New Single)

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The Drums "Money" (New Single)



Brand New Single From The Drums “Money” From There Upcoming Album Portamento Available Sept 12th. Via http://themarooncafe.com/

All Rights Reserved To Moshi Moshi & Downtown Records

Follow Us – http://twitter.com/themarooncafe

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Mohnish Pabrai: FASTEST Way To Financial Freedom! Proven Playbook For Quitting Your 9-5 In 9 Months!

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Mohnish Pabrai: FASTEST Way To Financial Freedom! Proven Playbook For Quitting Your 9-5 In 9 Months!



Is copying Warren Buffett the fastest way to get rich? Mohnish Pabrai reveals the strategy to turn 1K into 10K in 30 days, quit your job safely, build passive income, and master the step-by-step formula millionaires actually use!

Mohnish Pabrai is a renowned value investor and founder of Pabrai Funds, who is best known for his successful implementation of Warren Buffett’s value investing principles. He is also the bestselling author of books such as, ‘The Dhandho Investor’, which guides people on low-risk, high-return investing.

He explains:

⬛Why building passive income is simpler than you think
⬛How to build a business or portfolio with no risk
⬛Why copying ideas made Mohnish a millionaire
⬛How to find low-risk, high-reward investment opportunities
⬛Why 99% of people follow the wrong advice about money

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00:00 Intro
02:14 Mental Models for Business and Investing
13:55 Never Start a Company for This Reason—It’ll Fail
16:13 How to Focus Your Sales and Pitches
20:41 The Importance of Attention to Detail
26:27 Why the Low Engagement in 9–5 Jobs
34:31 How to Reach Financial Freedom
42:57 You Have to Reach Out to Thousands of Places
45:15 Signal vs. Noise Ratio
47:35 Ads
52:25 The 3 Categories All Humans Fall Into
56:22 How to Scale Your Company as a Solopreneur
59:12 Mastering the Art of Hiring
01:01:16 Hire Slow, Fire Fast
01:02:47 Do People Build More Wealth from Business or Investing?
01:05:59 The Magic of Compounding
01:10:57 How to Invest in Indexes
01:13:48 Ads
01:15:58 Why Do They Call You the Dhandho Investor?
01:17:33 The Patels’ Framework to Take Over the U.S. Motel Industry
01:20:57 Heads I Win, Tails I Don’t Lose Much
01:21:54 What Is the New Opportunity in the AI Era?
01:26:21 Business Moats
01:27:33 Loyalty Points Models
01:29:41 Is Apple a Good Investment?
01:34:43 The Importance of Making Fewer Big and Infrequent Bets
01:37:22 Is Day Trading Worth It? Can You Make Money from It?
01:38:03 Circling the Wagons
01:40:50 Your Worst Ever Financial Decision

Follow Mohnish:
Instagram – https://bit.ly/4lCFFO6
YouTube – https://bit.ly/4fKRroh

You can purchase Mohnish’s book, ‘The Dhandho Investor: The Low-Risk Value Method to High Returns’, here: https://amzn.to/4qAwn8l

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Asake – MCBH (Official Visualizer)

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Asake - MCBH (Official Visualizer)



Listen to the album “M$NEY”. Out Now!
Stream: https://music.empi.re/money

#Asake #MONEY #GIRANRepublic

Official Visualizer by Asake – “M$NEY” © 2026 GIRAN Republic / EMPIRE

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Adi Hidayat kajian kripto Part II #bitcoin

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Adi Hidayat kajian kripto Part II #bitcoin



#kajianislam
#crypto
#cryptocurrency
#bitcoin

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