Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?

<p>Dividends, buybacks, and a TikTok ban—Big Tech is changing the rules of the game. Mike Malone and Scott Budman break down **Alphabet’s historic dividend**, Microsoft’s AI dominance, and why the **TikTok &quot;sell or ban&quot; bill** is finally becoming a reality. Plus, we look at the physical limits of AI: why power and cooling are the new gold.</p>