{"slug": "markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further", "title": "Markets may get 'increasingly nervous' if hyperscalers raise AI capex further", "summary": "Tematica Research CIO Chris Versace warns that markets may get 'increasingly nervous' if hyperscalers raise AI capital expenditure further, as investors await second-quarter earnings from Alphabet, Tesla, Intel, and IBM this week.", "body_md": "US stocks ([^DJI](https://finance.yahoo.com/quote/%5EDJI?p=%5EDJI&.tsrc=fin-srch), [^IXIC](https://finance.yahoo.com/quote/%5EIXIC?p=%5EIXIC&.tsrc=fin-srch), [^GSPC](https://finance.yahoo.com/quote/%5EGSPC?p=%5EGSPC&.tsrc=fin-srch)) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet ([GOOG](https://finance.yahoo.com/quote/GOOG/), [GOOGL](https://finance.yahoo.com/quote/GOOGL/)), Tesla ([TSLA](https://finance.yahoo.com/quote/TSLA/)), Intel ([INTC](https://finance.yahoo.com/quote/INTC/)), and IBM ([IBM](https://finance.yahoo.com/quote/IBM/)) throughout this week.\n\nTematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.", "url": "https://wpnews.pro/news/markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further", "canonical_source": "https://ca.finance.yahoo.com/video/markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further-194119210.html", "published_at": "2026-07-20 19:41:19+00:00", "updated_at": "2026-07-20 19:49:02.721552+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-policy"], "entities": ["Tematica Research", "Chris Versace", "Alphabet", "Tesla", "Intel", "IBM"], "alternates": {"html": "https://wpnews.pro/news/markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further", "markdown": "https://wpnews.pro/news/markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further.md", "text": "https://wpnews.pro/news/markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further.txt", "jsonld": "https://wpnews.pro/news/markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further.jsonld"}}