John Kolovas

Alex Kantrowitz, founder of Big Technology, dives into the challenges mega-tech firms face in justifying their massive AI investments. Bryn Talkington, a portfolio manager, shares insights on capital expenditure and how investor patience is waning for Meta's heavy spending. John Kolovas provides a technical outlook for the S&P, discussing the implications of concentrated market gains and investor expectations. The panel also analyzes what's needed from Amazon and Apple as they navigate the competitive landscape ahead.