Phil Rosen joins Inside The ICE House to explain why Alphabet’s negative free cash flow quarter reflects aggressive AI investment rather than business weakness. He discusses how chipmakers continue to lead the AI trade while hyperscalers are building the infrastructure for longer-term gains. Rosen also argues that broader earnings strength beyond the Mag 7 is a healthy sign for the bull market. Looking ahead, he highlights financials as a sector poised to benefit from strong earnings, elevated rates, and increased deal activity.
Up Next in 2026 | Inside the ICE House
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NYSE Texas: Globe Life's Co-CEOs on B...
Globe Life Co-CEOs Frank Svoboda and Matthew Darden join Inside the ICE House to discuss the company’s focus on providing affordable life and supplemental health insurance to working-class families across America. They explain how Globe Life’s disciplined business model, exclusive agent network, ...
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Episode 547: Offerpad CFO Peter Knag ...
Offerpad CFO Peter Knag joins Inside the ICE House to discuss the company’s mission to modernize the home-selling process through a marketplace-driven model designed to make real estate transactions faster, simpler, and more predictable. He explains how Offerpad’s data-centric approach, AI-powere...
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Jeeves CEO Dileep Thazhmon on Scaling...
Jeeves Founder and CEO Dileep Thazhmon joins Inside the ICE House to discuss how a firsthand experience managing international operations inspired him to build a platform that simplifies global corporate banking. He explains how Jeeves helps enterprises manage payments, cards, and financial workf...
