Big Tech stocks struggle amid investor impatience over AI spending
Kaylee Wells and guests discuss a difficult week for major technology stocks, including Intel, Meta, Microsoft, and Google, as investors grow impatient with massive capital expenditures on AI that lack clear timelines for revenue returns.
“Intel shares today, Greg alluded to this, off 29%, 28.5%.”
Carl Rizdahl
“There's a lot of jitters about how much money people are spending, companies are spending on AI capital expenditures and not necessarily generating a clear return on investment.”
Peter Cohen
Heard on Marketplace — “Spooked investors sink Big Tech stocks”, published Friday, October 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.