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[ARTICLE · art-72081] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=↓ negative

Capex fears trigger biggest Tech sell-off since 'Liberation Day'

Capital expenditure concerns triggered the biggest technology stock sell-off since 'Liberation Day', as investors scrutinize Big Tech's heavy spending on AI infrastructure, according to Robinhood chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley.

read1 min views1 publishedJul 24, 2026
Capex fears trigger biggest Tech sell-off since 'Liberation Day'
Image: Ca (auto-discovered)

Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.

source & further reading
ca.finance.yahoo.com — original article BlackRock Kicks Off $12.3 Billion Bond Sale for Meta Data Center Profits Are Beating a High Bar and Traders Still Aren’t Enthused Why investors should be 'really excited' about this form of agentic AI trading
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