September 30, 2026 · 00:06:41

AI Is Making Billions. But Investors Are Getting Choosier.

The AI boom is getting enormous, but investors are starting to separate the winners from the hype. Micron just delivered a massive quarter as demand for AI memory explodes, while a new AI infrastructure company struggled on its first day as a public company. Meanwhile, Boeing landed a more than $20 billion Navy fighter contract, inflation gave markets some breathing room, and astronomers found a giant planet we may stop seeing in just seven years. Today’s Drewscast looks at the money behind AI, what investors are starting to demand, Boeing’s next-generation fighter, and a planet with an unusual expiration date. I’m Derek Drew, and this is Drewscast. What’s happening. Why it matters. What everyone else is missing.