There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions.

Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:
- Apple fighting with the EU about Siri AI
- What happens to big tech when Europe wants its own tech
- Companies that could benefit from a European digital infrastructure boom
- What’s the CAPE ratio and why is it flashing warning signals?
- In highly valued markets, should investors look at defensive stocks?
- What’s the best place to park your cash “on the sidelines”?

Companies discussed: AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR, FIX, CSCO SBGSY, WM, NEE, BRK.B

Host: Tyler Crowe
Guests: Matt Frankel, Lou Whiteman
Engineer: Dan Boyd

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