SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

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On this episode of The Weekly Wrap, Steve Eisman breaks down the week in markets, including SpaceX's highly anticipated earnings, the growing impact of AI spending on free cash flow, and why Meta continues to struggle while Palantir, Microsoft, and Amazon tell a different story. He also examines the collapse of the Situational Awareness hedge fund, private credit, and the biggest earnings reports of the week. Plus, Steve shares his personal TV recommendations.

My full list of TV show recommendations: https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing

00:00 - Intro

02:36 - Iran War Updates

02:28 - The Demise of the Situational Awareness Hedge Fund

06:35 - Capex & Free Cash Flow

07:35 - Private Credit

08:13 - Palantir

09:55 - Apollo

10:30 - Caterpillar

10:56 - SpaceX