Today’s episode examines major developments in global finance, artificial intelligence infrastructure, and cybersecurity, all unfolding amid market volatility and severe winter weather across the United States. Alex and Morgan begin with a snapshot of recent declines in the Dow Jones and S&P 500, followed by an overview of hazardous weather conditions, including winter storms and heavy lake-effect snow impacting multiple regions.

The discussion opens with SoftBank’s $4 billion acquisition of DigitalBridge, an infrastructure investment firm, as SoftBank deepens its push into AI-related assets. The deal signals a renewed focus on the physical backbone of artificial intelligence — data centers, connectivity, and compute infrastructure — as competition intensifies worldwide.

Next, the hosts turn to China, where the  ...