17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD","/_next/static/chunks/0ed~qpaokmd5c.js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD","/_next/static/chunks/09-r7sdqv1jf4.js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_FYD74w7vVeaHm2CTZMyLbLG1KSyD"],"IconMark"] 18:T497,

AI CapEx continues to drive markets globally as investors weigh whether growth can justify valuations. Katrina Dudley highlights opportunities beyond mega-cap tech, pointing to picks-and-shovels names and Micron (MU) benefiting from strong demand.

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Katrina Dudley on AI Spending & Tech Trade's Next Phase

Schwab Network

Katrina Dudley on AI Spending & Tech Trade's Next Phase