{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"7-27-26 AI's Earnings Catch: The Depreciation Risk","description":"Big Tech continues to post record earnings, but investors may be overlooking one critical risk: AI capital spending. Lance Roberts explains why today's AI spending boom could become tomorrow's accounting headwind, how depreciation affects corporate profitability, and why investors should look beyond headline earnings. 0:00 INTRO 1:01 - Elon Musk, former Trillionaire &amp;amp; Another Iran Cease-fire 5:34 - Markets Set to Open Sharply Higher 10:59 - Shopping w Mrs. Roberts &amp;amp; Back to College 13:09 - AI Depreciation Risk Impact on Earnings 16:40 - Valuations on EBITDA 19:11 - Hyperscalers' 2026 Estimates 20:25 - Focusing on Free Cash Flow--why?? 23:25 - Markets Have Already Priced-in Depreciation 25:20 - How to Best Evaluated Companies 27:38 - Are US Treasuries a Safe Asset? 33:34 - What Happens if Foreign Demand for Dollars Goes to Zero? 38:00 - The Only Thing that Matters: Duration 41:03 - Change in Duration is Not a Credit Event 42:37 - Why Buy US Treasuries? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https:\/\/bit.ly\/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https:\/\/youtube.com\/live\/5lrbGjrxvQY&amp;nbsp; ------- Articles mentioned in this report: &quot;AI Capex Depreciation Risk Is The Catch To Record Earnings&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/ai-capex-depreciation-risk-is-the-catch-to-record-earnings\/  &quot;Are US Treasuries Still A Safe Asset?&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/are-us-treasuries-still-a-safe-asset-copy\/  -------- Watch today's &quot;Before the Bell&quot; premarket commentary, &quot;Markets Bounce as Oil Retreats&quot; https:\/\/youtu.be\/-32Zu3-6gP8&amp;nbsp; ------- Watch our previous show, &quot;Financial Fitness Friday - Trump Accounts: What Parents Need to Know&quot;&amp;nbsp; https:\/\/youtube.com\/live\/UGqEJxQ6Fls?feature=share&amp;nbsp; ------- Get more info &amp;amp; commentary: https:\/\/realinvestmentadvice.com\/insights\/real-investment-daily\/  ------- * REGISTER for our next Dynamic Learning Series, &quot;Savvy Social Security Planning: More Income, Less Worry,&quot; Thursday, August 6, 2026: https:\/\/streamyard.com\/watch\/tQ3PS8hd64mt --- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https:\/\/www.simplevisor.com\/register-new --- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #StockMarket #OilPrices #SP500 #Gold #TechnicalAnalysis #ArtificialIntelligence #BigTech #Investing #MarketAnalysis ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42228125\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/87A93A\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/42228125"}