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Motley Fool Hidden Gems Investing — AI Capex Is Off the Charts: Who Stands to Lose?
Buzzing ratingBUZZING· 79%26m·2026-02-09·Money

AI Capex Is Off the Charts: Who Stands to Lose?

Motley Fool Hidden Gems Investing

Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Beyers to talk through the numbers and name two that may be at risk. Jason Hall, Travis Hoium, and Tim Beyers discuss: -…

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