Hyperscaler CapEx Isnt Binary: Analyzing AI Spendings Grip on Stock Market [dwbWKIorMln]

With all the AI weakness rattling Wall Street, @CharlesSchwab's Joe Mazzola says investors will be watching hyperscaler earnings more than ever. However, he adds that the macro picture is "pretty good" right now, showing that the inflation ascension is slowing and offering reprieve to tech. Kasey McCurdy takes a closer look into hyperscaler CapEx and explains why the Big Tech trade isn't as "binary" as some may expect. He talks about how investors can rebalance their portfolio as tech volatility persists. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #mag7 #capex #ai #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #bigtech #artificialintelligence #software #chips #hyperscaler #google #alphabet #amazon #amzn #microsoft #msft #metaplatforms #meta #nvidia #nvda #stockcharts

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