Why Enterprise AI Is Stalling Outside Big Tech
Apollo data shows Fortune 500 firms outside Big Tech face AI spend indigestion. Joe Weisenthal and John Coogan explain why.
🗽 Live from NYSE
With John Coogan, Jordi Hays, Joe Weisenthal, Emily Sunberg, Ryan Sirant, Lynn · Tuesday, November 3, 2026
Broadcasting live from the floor of the New York Stock Exchange, hosts John Coogan and Jordi Hays interview Bloomberg's Joe Weisenthal, Feed Me founder Emily Sunberg, real estate executive Ryan Sirant, and NYSE leader Lynn. The conversations span prediction markets and midterm election scenarios, corporate indigestion over enterprise AI spend, the shifting economics of Substack and independent media, the nationwide housing lock-in crisis, and the NYSE's push into blockchain infrastructure and 23/5 trading hours.
Key takeaways
- Apollo chief economist Torsten Slok found that non-tech Fortune 500 companies are suffering indigestion over AI capital expenditures, failing to capture immediate returns while Magnificent Seven firms continue to see positive ROI. Read more →
- Starting in December, the New York Stock Exchange will expand trading to 23 hours a day, five days a week, matching the operating rhythms of global capital. Read more →
- Over 80 percent of American mortgage holders hold loans below 4 percent, freezing transaction velocity and driving pending contracts to a 30-year low in September. Read more →
3 articles from this episode
The NYSE Is Moving to 23-Hour Trading and Onchain Votes
NYSE leader Lynn outlines plans for 23/5 trading starting in December, blockchain proxy voting, and why prediction market data moves traditional stocks.
Ryan Sirant on the Housing Lock-In and Mobility Crisis
Ryan Sirant explains why 80% of US mortgages under 4% and stagnant tax exemptions froze the housing market, sending starter homes over $1M in 260 cities.
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