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

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.

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.