Markets Look to Big Tech for AI Payoff

source: news (news:bloomberg-tech)published 2026-10-25 12:10ingested 2026-10-26 02:56

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Oct 25th, 2026
Markets Look to Big Tech for AI Payoff
On Bloomberg This Weekend, MetLife Investment Management Chief Market Strategist Drew Matus examines how AI investment is driving markets, corporate spending and parts of the US economy as investors look to Big Tech earnings for evidence that the spending will pay off. Speaking with hosts David Gura and Christina Ruffini, Matus discusses risks from rising technology investment and what markets need to hear from Federal Reserve Chair Kevin Warsh on inflation.

document fetched 2026-10-26 02:56 · canonical https://bloomberg.com/news/videos/2026-10-25/markets-look-to-big-tech-for-ai-payoff-video