$650+ Billion on AI: Strategic Investment or Excess?

Big Tech is opening the checkbook for AI. Amazon, Alphabet, Meta, and Microsoft are on track to spend nearly $650+ billion in 2026 alone, even if it means absorbing short-term pressure on free cash flow. We’ll what is driving this spending surge, where the money is going, and what it could mean for earnings, valuations, and investors navigating the AI boom.

When Loyalty and Legacy Create Portfolio Risk

The “Henssler Money Talks” hosts explore why investors so often fall in love with certain companies—and how nostalgia, personal experience, and compelling stories can quietly override sound investment discipline. They discuss the real risks of concentrated single-stock positions, why familiarity frequently feels safer than it truly is, and why long-term investing success often requires behavior that runs counter to human instinct.

Reacting to Headlines or Investing With Purpose?

A timely listener question also sparked a deeper discussion about how we evaluate market-moving headlines—and why news alone doesn’t automatically trigger changes to a well-constructed portfolio. The “Henssler Money Talks” hosts walk through the critical distinction between short-term trading and long-term investing. We explain how Henssler evaluates stocks using multi-point criteria and in-depth fundamental analysis, and why that approach aligns with our long-term financial planning philosophy, the Henssler Ten Year Rule.

Europe in Your Portfolio: Trends, Risks, and Opportunities

With Europe’s valuations looking attractive and the euro appearing undervalued, Morgan Stanley envisions European equities outperforming U.S. markets in 2026. The experts from “Henssler Money Talks” examine that outlook, discuss ways to gain exposure to Europe, and consider how global diversification fits into a well-rounded portfolio.