Schwab Network
Avsnitt

Thatcher: GOOGL, MSFT, META & AMZN Will be Long-Term Winners Despite CapEx

Schwab Network
Dela

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term. Ted turns to how open source AI models like Kimi are changing the way investors see CapEx.


======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Classification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –

https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on

LinkedIn - https://www.linkedin.com/company/schwab-network

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Schwab Network. Innehållet i podden är skapat av Schwab Network och inte av, eller tillsammans med, Poddtoppen.