Скачать или смотреть Sentiment Shifts on AI Capex Spend

There is a noticeable shift in sentiment around hypercalers’ CapEx spend, as investors continue the search for AI winners vs losers. In the meantime, investors debate long term market implications of AI trends, including impact on inflation, Fed’s monetary policy, and more.

Host Tony Pasquariello, global head of hedge fund coverage in Global Banking and Markets, is joined by Joshua Schiffrin, chief strategy officer and head of financial risk of Global Banking and Markets, and Dominic Wilson, senior advisor in the Global Markets Research Group in Global Investment Research, for their monthly rundown of markets and macro.

Recorded on February 26, 2026.