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. Capital expenditure capex concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood HOOD https://finance.yahoo.com/quote/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.