
Closing Bell: 10/8/25
Closing Bell
00:00
Staying with Mega‑Caps Until CapEx Eases
Panel consensus: remain invested in hyperscalers and AI leaders until capex cuts or earnings fail to support valuations.
Play episode from 46:01
Transcript

Panel consensus: remain invested in hyperscalers and AI leaders until capex cuts or earnings fail to support valuations.