AI CapEx fears: Is big tech overspending?

Yahoo Finance's Kenny Polcari, Man Group Chief Market Strategist Kristina Hooper, and Legato Financial CIO Ryan Kelly debated whether big tech companies including Microsoft, Apple, Alphabet, and Meta are overspending on AI capital expenditures, and how a hawkish Federal Reserve could impact markets ahead of the midterms.

AI CapEx fears: Is big tech overspending? Yahoo Finance Video Wed, August 5, 2026 at 12:00 p.m. GMT+2 MSFT AAPL GOOGL META Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings