Media Summary: CNBC's “Power Lunch” team discusses the upcoming earnings season, markets outlook and more with Ohsung CNBC's Deirdre Bosa joins 'Money Movers' to report on the battle over Alphabet is tapping the debt markets, looking to raise

I Think Ai Capex Is Going To Continue Says Wells Fargo S Kwon - Detailed Analysis & Overview

CNBC's “Power Lunch” team discusses the upcoming earnings season, markets outlook and more with Ohsung CNBC's Deirdre Bosa joins 'Money Movers' to report on the battle over Alphabet is tapping the debt markets, looking to raise Bloomberg Intelligence is independent research for investors and corporations. We provide interactive data & fundamental ... Sung Cho, Goldman Sachs co-head public tech investing, joins 'Closing Bell' to discuss what the equity markets are Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the

Roundhill Investments CEO Dave Mazza discusses the John Chambers, JC2 Ventures founder and CEO, Cisco Systems chairman emeritus and former Cisco Systems CEO, joins ... This week on Prof G Markets, Scott and Ed open the show by discussing the latest Fed meeting, Starbucks' disappointing ... Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in Rick Heitzmann, FirstMark Capital founder and partner, joins 'Closing Bell' to discuss similarities to today's Wall Street sounds the alarm! Morgan Stanley warns the

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I think AI capex is going to continue, says Wells Fargo's Kwon
AI-led bull market set to continue, says Wells Fargo's Ohsung Kwon
Wells Fargo's Ohsung Kwon: There is no AI bubble
The debate over AI capex spending
Alphabet taps $20 billion bond sale to fund AI capex
Big Tech Ratchets Up AI Capex In 2026 (May. 7, 2026)
$1 trillion AI capex by 2028: Justified or inflated?
Market believes AI capex is still in the middle innings, says Goldman's Sung Cho
The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet
AI CapEx in a 'digestion phase,' CEO says
Perspectives: Financing the Next AI Frontier
The $700 billion AI capex 'doesn't bother me at all', says former Cisco Systems CEO John Chambers
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I think AI capex is going to continue, says Wells Fargo's Kwon

I think AI capex is going to continue, says Wells Fargo's Kwon

CNBC's “Power Lunch” team discusses the upcoming earnings season, markets outlook and more with Ohsung

AI-led bull market set to continue, says Wells Fargo's Ohsung Kwon

AI-led bull market set to continue, says Wells Fargo's Ohsung Kwon

Ohsung

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Wells Fargo's Ohsung Kwon: There is no AI bubble

Wells Fargo's Ohsung Kwon: There is no AI bubble

Ohsung

The debate over AI capex spending

The debate over AI capex spending

CNBC's Deirdre Bosa joins 'Money Movers' to report on the battle over

Alphabet taps $20 billion bond sale to fund AI capex

Alphabet taps $20 billion bond sale to fund AI capex

Alphabet is tapping the debt markets, looking to raise

Sponsored
Big Tech Ratchets Up AI Capex In 2026 (May. 7, 2026)

Big Tech Ratchets Up AI Capex In 2026 (May. 7, 2026)

Bloomberg Intelligence is independent research for investors and corporations. We provide interactive data & fundamental ...

$1 trillion AI capex by 2028: Justified or inflated?

$1 trillion AI capex by 2028: Justified or inflated?

Since 2022,

Market believes AI capex is still in the middle innings, says Goldman's Sung Cho

Market believes AI capex is still in the middle innings, says Goldman's Sung Cho

Sung Cho, Goldman Sachs co-head public tech investing, joins 'Closing Bell' to discuss what the equity markets are

The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet

Kai Wu of Sparkline Capital joins Excess Returns to discuss his paper Surviving the

AI CapEx in a 'digestion phase,' CEO says

AI CapEx in a 'digestion phase,' CEO says

Roundhill Investments CEO Dave Mazza discusses the

Perspectives: Financing the Next AI Frontier

Perspectives: Financing the Next AI Frontier

As the Al boom

The $700 billion AI capex 'doesn't bother me at all', says former Cisco Systems CEO John Chambers

The $700 billion AI capex 'doesn't bother me at all', says former Cisco Systems CEO John Chambers

John Chambers, JC2 Ventures founder and CEO, Cisco Systems chairman emeritus and former Cisco Systems CEO, joins ...

Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure | Prof G Markets

Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure | Prof G Markets

This week on Prof G Markets, Scott and Ed open the show by discussing the latest Fed meeting, Starbucks' disappointing ...

How the Mag 7 Are Driving the Future of AI Capex

How the Mag 7 Are Driving the Future of AI Capex

Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in

Wells Fargo's Rakers: 'Stargate' takeaway is another growth leg to the AI narrative

Wells Fargo's Rakers: 'Stargate' takeaway is another growth leg to the AI narrative

Aaron Rakers,

9fin's credit webinar series — part 2 — AI capex in US high yield

9fin's credit webinar series — part 2 — AI capex in US high yield

Right I

A.I. has real opportunity and isn't a bubble, says Wells Fargo's Chris Harvey

A.I. has real opportunity and isn't a bubble, says Wells Fargo's Chris Harvey

Chris Harvey,

Rick Heitzmann on AI trade: Need to see broader ROI to justify capex

Rick Heitzmann on AI trade: Need to see broader ROI to justify capex

Rick Heitzmann, FirstMark Capital founder and partner, joins 'Closing Bell' to discuss similarities to today's

AI Capex Crash? Morgan Stanley's Urgent Warning! #shorts

AI Capex Crash? Morgan Stanley's Urgent Warning! #shorts

Wall Street sounds the alarm! Morgan Stanley warns the