Thatcher: GOOGL, MSFT, META & AMZN Will be Long-Term Winners Despite CapEx [NOH9zTzYNqq]
"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 - 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 - #google #meta #microsoft #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #googl #metaplatforms #msft #amazon #amzn #ai #artificialintelligence #mag7 #bigtech #capex #datacenter #kimi #software #volatility