--- title: Watch: AI Spending Dominates Economy & Consumer Sentiment Drops description: Filmed on November 7th, 2025, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze: image: https://sollindawealth.com/hubfs/Screenshot%202025-11-14%20at%202.53.57%20PM.png --- [Skip to content](https://sollindawealth.com/blog/watch-ai-spending-dominates-economy-consumer-sentiment-drops#main-content) [![Sollinda Wealth Logo](https://sollindawealth.com/hubfs/solinda-logos/solinda_wealth_logo_main.svg "Sollinda Wealth Logo")](https://sollindawealth.com/) - [The Sollinda Way](https://sollindawealth.com/#the-solinda-way) - [Partners in Growth](https://sollindawealth.com/#partners-in-growth) - [Comprehensive Solutions](https://sollindawealth.com/#comprehensive-solutions) - [Our Approach](https://sollindawealth.com/#our-approach) - [Leadership Team](https://sollindawealth.com/#leadership-team) - [Advisor Hub](https://sollindawealth.com/blog) - [Get in Touch](https://sollindawealth.com/contact-us) - [The Sollinda Way](https://sollindawealth.com/#the-solinda-way) - [Partners in Growth](https://sollindawealth.com/#partners-in-growth) - [Comprehensive Solutions](https://sollindawealth.com/#comprehensive-solutions) - [Our Approach](https://sollindawealth.com/#our-approach) - [Leadership Team](https://sollindawealth.com/#leadership-team) - [Advisor Hub](https://sollindawealth.com/blog) - [Get in Touch](https://sollindawealth.com/contact-us) ![](https://sollindawealth.com/hubfs/Screenshot%202025-11-14%20at%202.53.57%20PM.png) 2025 Nov 14 # Watch: AI Spending Dominates Economy & Consumer Sentiment Drops Filmed on November 7th, 2025, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze: - - - AI capital expenditure from Big Tech now exceeding all consumer spending combined - OpenAI admitting 700 million daily users still insufficient for profitability - Meta's aggressive CapEx guidance triggering first negative earnings reaction in quarters - Consumer sentiment plunging to 3-year lows as labor market shows cracks - Magnificent Seven forward price-to-sales ratios reaching unprecedented levels - Equal weight S&P and small caps continuing to lag as concentration intensifies - International stocks showing modest outperformance but still very early - Brazil maintaining sky-high real interest rates to support currency - Copper and silver joining US critical minerals list - Oil holding support levels in extended range since 2021   For more episodes of Chart Overload and additional content, check out [Sollinda Capital Management on YouTube](https://www.youtube.com/channel/UC7SH3i14OGWJwtZXSccxb1Q).  Sollinda Capital Management is an investment adviser registered under the Investment Advisers Act of 1940. 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