Wall Street Fears AI Spending Will Slow — Here’s Why They Are Wrong
Is Wall Street overreacting about AI capex spending? Andrew Graham, Managing Partner, Jackson Square Capital explains why AI demand is still accelerating and how to reload on the tech names after a recent drawdown. 00:00:00 Intro: Andrew Graham 00:00:06 Rebound vs. geopolitical risk 00:00:57 Tech dip buying opportunity 00:01:22 Hyperscalers margin outlook 00:02:14 Buying Google & Amazon 00:03:24 Future CapEx trend doubts 00:03:58 Runway for memory stocks 00:04:53 Cybersecurity sector additions 00:06:00 Approach to SK Hynix 00:06:54 Tech technical entries 00:07:12 Undervalued market areas 00:08:24 Views on Target (TGT) 00:08:39 Consumer confidence play 00:09:21 Avoiding oil and chemicals 00:10:18 Restrictive Fed rate path 00:10:47 7,840 S&P target driver 00:11:36 Geopolitical timeline view 00:12:16 Handling market volatility 00:13:24 Warning against leverage 00:13:35 Rapid Fire: This or That Recorded: July 9, 2026 Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano
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