---
title: "Watch: AI Spending Outruns Cash & The Average Stock's October"
description: Ryan Mumy and Justin Greenhill cover the trends shaping markets right now
---

[Blog](https://sollindawealth.com/blog)

# [Watch: AI Spending Outruns Cash & The Average Stock's October](https://sollindawealth.com/blog/watch-ai-spending-outruns-cash-the-average-stocks-october)

 Written by [Sollinda](https://sollindawealth.com/blog/author/sollinda) | 2026 Nov 5

Ryan Mumy and Justin Greenhill look at what happens when the companies leading the market start spending more cash than they bring in, and how that strain is showing up in debt issuance, credit default swaps, and Treasury yields. The episode also covers the equal weight S&P 500's strong October, the Fed's next move, Brazil's election surprise, a shrinking Latin American stock market, gold, and the largest bet against natural gas since at least 2013.

Subscribe for more Chart Overload episodes and market commentary from Sollinda Capital Management.

 

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. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: [https://adviserinfo.sec.gov](https://adviserinfo.sec.gov/) and search for our firm name.

This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

[View full post](https://sollindawealth.com/blog/watch-ai-spending-outruns-cash-the-average-stocks-october)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Sollinda"
  },
  "dateModified" : "2026-11-05T20:47:38.290Z",
  "datePublished" : "2026-11-05T20:47:38Z",
  "headline" : "Watch: AI Spending Outruns Cash & The Average Stock's October",
  "image" : {
    "@type" : "ImageObject",
    "height" : 1890,
    "url" : "https://48939039.fs1.hubspotusercontent-na1.net/hubfs/48939039/Sollinda%20Wealth%20%281%29.png",
    "width" : 3780
  },
  "mainEntityOfPage" : "https://sollindawealth.com/blog/watch-ai-spending-outruns-cash-the-average-stocks-october",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "Blog"
  }
}
```