# AI spending is becoming more capital market 'sensitive': Portfolio mgr.

> Source: <https://ca.finance.yahoo.com/video/ai-spending-becoming-more-capital-120000916.html>
> Published: 2026-07-08 12:00:00+00:00

AI spending is becoming more capital market 'sensitive': Portfolio mgr. Yahoo Finance Video and Josh Lipton Wed, July 8, 2026 at 2:00 p.m. GMT+2 GOOGL AMZN NVDA Northwestern Mutual Wealth Management chief portfolio manager Matt Stucky comes on Market Domination Overtime to comment on what this signifies in capital market conditions and AI spending "intentions" for 2027. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings