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By   Samuel Ruiz

AI Investors Are Getting Nervous. Should They Be?

Sam Ruiz spoke to Equity Mates to unpack whether AI returns will justify the spending.

August 2026, Equity

Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Sam Ruiz spoke to Equity Mates to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners.

 

Watch on YouTube Client Talking Points
Samuel Ruiz Portfolio Specialist

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