Leave your feedback Share Copy URL https://gographicsoutput.com/video/jZCTEhsc3jB.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Thatcher: GOOGL, MSFT, META & AMZN Will be Long-Term Winners Despite CapEx [tJTo6Dhxliz] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT "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 fvgUYW8ewWf iz2sZZlMw98 NwobWy0N2gN 83Au4OfuWDC SsyAOQSqe1J 6dmkQ8bYn58 QyknspaaGXZ
"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 fvgUYW8ewWf iz2sZZlMw98 NwobWy0N2gN 83Au4OfuWDC SsyAOQSqe1J 6dmkQ8bYn58 QyknspaaGXZ