AI Capex Shock, Market Volatility & Big Earnings Ahead | Sharesify Podcast – 6 Feb 2026

In our latest podcast, Sharesify’s Steven Frazer and James Crux reflect on a bumpy old week for major #stockmarket (AMZN) and #google (GOOG). Steve reveals the staggering combined cost that major firms expect to lavish on AI capex wars this year, James then discusses #Citroen, #fiat and Chrysler car maker #stellantis (STLAM), following the company’s massive €22 billion asset write-down, and how that will impact #income seekers particularly badly. James also reveals the diverging paths of weight-loss drug giants Eli Lilly (LLY) and Novo Nordisk (NOVO-B), as one loses the market cap pounds, while the other gains. The chaps the spin through what’s coming next week, with consumers firmly in the picture as #brand giants like #Coca-Cola (KO) and #McDonald’s (MCD) report. AI/data centre infrastructure will remain firmly in the frame to, Steve reveals, while James explains why once popular #fund manager Nick Train will be nervously number checking a couple of reporting companies. All this and more, so if you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com, and those tuning in via YouTube directly, please remember to subscribe to our channel. You can also follow us on X, Bluesky, Facebook or LinkedIn. And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.