Big Tech capex and compute demand

Will AI power the Mag 7 to another banner year in 2026, or is market leadership about to change? Jason Ware, CIO of Albion Financial, explains why strong earnings and relentless AI investment continue to support stocks. Ware and Zaid unpack why tariffs didn’t derail the economy, whether investor concerns around AI-driven debt are overblown, and how Big Tech is thinking about capex. Plus, Ware gives his take on a potential Fed shakeup and the biggest open questions for markets in 2026.