Closing Bell Overtime: AI Spending Faces New Questions as Markets Look for the Next Catalyst 7/7/26
Markets weigh the next phase of the AI trade as investors debate whether hyperscaler spending can keep accelerating. Gene Munster of Deepwater Asset Management explains why Amazon's latest debt raise matters, why cloud and AI capex remain the key story for tech earnings and why he expects investment by the hyperscalers to stay stronger than Wall Street expects. Max Kettner of HSBC makes the case for remaining bullish on risk assets despite growing skepticism around AI. Former Nasdaq CEO Bob Greifeld analyzes SpaceX's growing market influence and SK Hynix's U.S. market ambitions.
Plus, Diana…
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