# Markets may get 'increasingly nervous' if hyperscalers raise AI capex further

> Source: <https://ca.finance.yahoo.com/video/markets-may-get-increasingly-nervous-if-hyperscalers-raise-ai-capex-further-194119210.html>
> Published: 2026-07-20 19:41:19+00:00

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.

Tematica 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.