Money with Murphy: Will 2026 Finally Break Big Tech’s Grip on CapEx?
Money with Murphy: Will 2026 Finally Break Big Tech’s Grip on CapEx?
After years of record-breaking investment from the hyperscalers, 2026 may finally bring a shift. New incentives stemming from the implementation of the One Big Beautiful Bill Act (OBBBA) could push companies outside of technology into the much-needed CapEx boom. In this episode of Money with Murphy, Kara explores why the broadening out of business investment is critical for sustained productivity, earnings growth, and stock market performance.
In this week’s Markets in a Minute, Kara breaks down how resilient corporate fundamentals are supporting the rally and what you should be looking for next.
In this week’s Money with Murphy, Kara uses past technological revolutions across railroads, electricity, and fiber optics to explain why the biggest winners may shift from the builders of the infrastructure to the early adopters.
Markets in a Minute: Private Credit: Between Pressure and Performance
