Is AI capex 'easy money' coming to an end? Trump loosens restrictions on diesel

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian examine the biggest market stories and developments on Tuesday morning, including the latest funding rounds completed by Chinese AI developers DeepSeek and Moonshot, President Trump's latest executive order on diesel fuel restrictions, and Alphabet's (GOOG, GOOGL) nuclear power deal reached with Constellation Energy (CEG).