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

"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-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X –   / schwabnetwork   Follow us on Facebook –   / schwabnetwork   Follow us on LinkedIn -   / schwab-network   About Schwab Network - https://schwabnetwork.com/about #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