AI-themed ETFs are surging in number even as the sector faces a rough quarter, with companies like Anthropic rolling out cheaper models and AI capital expenditures dominating earnings calls — yet returns remain elusive for many investors. We ask the critical question every listener wants answered: when does the AI infrastructure spending boom actually translate into profits? Today&#x27;s Stocks &amp; Topics: Parker-Hannifin Corporation (PH), Market Wrap, Bond Concentration Risk, State Street Corporation (STT), AI&#x27;s Spending Problem: When Does the Massive Cash Burn Start Paying Off?, CrowdStrike Holdings, Inc. (CRWD), Mueller Industries, Inc. (MLI), Fibonacci Extensions, Kinder Morgan, Inc. (KMI). Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Justin Klein. Good afternoon, fellow investors, and welcome back to another edition of InvestTalk.

This is our Thursday, July 30th, 2026 edition, which means that we only have one more trading day in the month of July. Move on to August, and then we start closing out the summer. I don't want to say it. Summer still, a lot of summer in front of us. But things are heating up in the air as well as in the markets.

Strong bounce in markets today after the Fed meeting yesterday. But a lot of volatility overall. So we're going to unpack as much as we can in this hour. We're going to give you data and perspective so that you can make better decisions with your money. And we're obviously going to answer your finance and investment questions as well.

So the number, as always, is 888-99-CHART, 888-992-4278, so I get through and ask your question on today's show. So I'm excited for this hour, and in just a bit, we'll talk about today's market performance and run down the show topics. But as usual, we'll tackle this first caller question now. Hi, Luke and Justin. This is Justin here in Colorado. Let's call about Parker Hannifin, Papa Hotel. Bought it back in 2020, and it's done really well.

It's about 4.5% of my portfolio, and I was wondering if I should maybe trim a little bit or maybe add to the position. I'll be listening for your thoughts. Thanks. Looking at Parker Hannafin. A name that's been around for a long, long time. Its market cap is, what are we at now? $120 billion. So, large name.

AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.