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# "Never Sell" Episode: Big Tech earnings, S&P and Moody’s, AI
- URL: https://www.mbi-deepdives.com/never_sell_15/
- Published: 2026-05-04T13:19:34.000Z
- Updated: 2026-05-04T13:19:34.000Z
- Author: MBI Deep Dives
- Tags: Never_Sell

For the “Never Sell” podcast, [Scuttleblurb](https://www.scuttleblurb.com/?ref=mbi-deepdives.com) and I published a new episode yesterday. While I have already covered big tech's earnings over the last few days ([Meta](https://www.mbi-deepdives.com/meta1q26/), [Alphabet](https://www.mbi-deepdives.com/goog1q26/), [Amazon](https://www.mbi-deepdives.com/amzn1q26/), and [Microsoft](https://www.mbi-deepdives.com/msft3q26/)), we expanded on how IT budget reallocation towards AI may not lead to any sustained long-term advantage for the enterprises. I also touched on why I find the recent circular financing deals between Anthropic and hyperscalers particularly questionable. Finally, Scuttleblurb had a more in-depth discussion on AI risk for S&P and Moody's. 

You can listen to the conversation here: [Spotify](https://open.spotify.com/episode/62vkIPlUJQ8PlU9MNixn1P?si=d040038265b24faf&ref=mbi-deepdives.com), [Apple](https://podcasts.apple.com/us/podcast/big-tech-earnings-s-p-and-moodys-ai/id1786912203?i=1000765932750&ref=mbi-deepdives.com), [YouTube](https://www.youtube.com/watch?v=31G92cfh77g&ref=mbi-deepdives.com), [RSS feed](https://rss.buzzsprout.com/2435713.rss?ref=mbi-deepdives.com)

As a reminder, if you have any questions for either MBI Deep Dives or Scuttleblurb, please feel free to email us the questions which we may try to respond/discuss in our future episodes.

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