Uploaded June 2026 | Updated September 2026, 2 weeks ago
WSJ's Take On the Week host Telis Demos is joined by Heard on the Street columnist Jonathan Weil and Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to pull back the curtain on the opaque world of tech companies’ financial statements. They dig into why the massive infrastructure spend on AI data centers might be obscuring other fundamental corporate costs, specifically stock-based compensation.
WSJ's Take On the Week host Telis Demos is joined by Heard on the Street columnist Jonathan Weil and Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to pull back the curtain on the opaque world of tech companies’ financial statements. They dig into why the massive infrastructure spend on AI data centers might be obscuring other fundamental corporate costs, specifically stock-based compensation.
