{"id":685000,"date":"2026-02-17T00:00:00","date_gmt":"2026-02-17T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/egypt\/2026\/02\/17\/markets-weigh-ais-threat-to-incumbents-against-big-techs-massive-spend\/"},"modified":"2026-02-17T00:00:00","modified_gmt":"2026-02-17T00:00:00","slug":"markets-weigh-ais-threat-to-incumbents-against-big-techs-massive-spend","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/egypt\/2026\/02\/17\/markets-weigh-ais-threat-to-incumbents-against-big-techs-massive-spend\/","title":{"rendered":"Markets weigh AI's threat to incumbents against big tech's massive spend"},"content":{"rendered":"

Wall Street is wrestling with two competing fears about AI \u2014 and<\/strong> both are<\/strong> weighing on markets.<\/strong> Investors are selling companies they believe could be displaced by AI while simultaneously doubting that the hundreds of bns of USD big tech is pouring into the technology will generate meaningful returns anytime soon, Bloomberg<\/a> reports. But Nomura International Wealth Management CIO Julia Wang argues that these two contradicting fears \u201ccan\u2019t be true at the same time.\u201d<\/p>\n

The first fear is straightforward: AI may wipe out swaths of corporate America.<\/strong> Each new product launch from AI firms has triggered waves of selling in sectors ranging from wealth management and ins. brokering to software, logistics, and juridical services. Investors are scrambling to reassess which business models are at risk. Every new AI tool is being treated as another piece of evidence that change might arrive faster \u2014 and hit harder \u2014 than expected.<\/p>\n

Investors\u2019 second fear is that AI\u2019s biggest champions are overspending without offering a <\/strong>clear timeline for returns.<\/strong> Microsoft, Amazon, Meta, and Alphabet are expected to spend more than USD 600 bn in capital expenditures in 2026 alone, reshaping their cashflow profiles. Microsoft and Meta have each lost 16% of their market value since 28 January, while Alphabet \u2014 widely seen as the frontrunner in the AI race \u2014 is trading 11% below its recent peak.<\/p>\n

What has shifted is the market\u2019s patience.<\/strong> For years, investors accepted that hyperscalers could spend heavily today to dominate tomorrow. Now, they are demanding clarity on when and how that payoff will materialize. \u201cInvestors were comfortable saying, \u2018so long as it happens in the future, I\u2019m comfortable with Microsoft or Amazon or Alphabet spending the money.\u2019 Now they want to know more immediately when the payback will come \u2014 and we don\u2019t have a clear picture,\u201d Ameriprise Advisor Services\u2019 Anthony Saglimbene said.<\/p>\n

The consequences of that spending are already rippling through the real economy.<\/strong> Data center construction is tightening supplies of key components like memory chips, creating knock-on pressures across electronics, automotive, and telecom supply chains. \u201cWhat is ahead of us between now and the end of this decade, in terms of demand, is bigger than anything we\u2019ve seen in the past, and, in fact, will overwhelm all other sources of demand,\u201d Lam Research Corp\u2019s CEO Tim Archer told Bloomberg<\/a> in a separate report.<\/p>\n

And investors are raising questions about hyperscaler balance sheets.<\/strong> \u201cThis level of capex will consume almost 100% of hyperscalers\u2019 cashflow from operations compared with a 10-year average of 40%,\u201d wrote UBS Wealth Management\u2019s Ulrike Hoffmann-Burchardi in a note to clients. \u201cThat spending is now increasingly being funded by external debt or equity financing,\u201d she added.<\/p>\n

Until investors can reconcile those competing narratives \u2014 that AI is both transformative<\/strong> and potentially overhyped \u2014 markets are likely to remain unsettled.<\/strong> \u201cWhen the market finally feels these companies aren\u2019t going out of business, it will realize AI is a tool that can lead to greater profitability,\u201d said Saglimbene. \u201cBut we\u2019re going to be in a period of volatility for the foreseeable future,\u201d he added.<\/p>\n

(** Tap or click the headline above to read this story with all of the links <\/strong>to our background as well as external sources.)<\/p>\n

MARKETS THIS MORNING- <\/p>\n

A lot of the Asia-Pacific markets we follow are closed today for the Lunar New Year. Of the few that are open, Japan\u2019s Nikkei is in the red as investors continue to react to the country\u2019s softer-than-expected 4Q 2025 growth.<\/p>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

<\/use><\/svg><\/p>\n<\/td>\n\n

EGX30<\/strong><\/p>\n<\/td>\n

\n

51,494<\/p>\n<\/td>\n

\n

-1.6% (YTD: +23.1%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

USD (CBE)<\/strong><\/p>\n<\/td>\n

\n

Buy 46.71<\/p>\n<\/td>\n

\n

Sell 46.85<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

USD (CIB<\/strong>)<\/strong><\/p>\n<\/td>\n

\n

Buy 46.70<\/p>\n<\/td>\n

\n

Sell 46.80<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Interest rates (CBE)<\/strong><\/p>\n<\/td>\n

\n

19.00% deposit<\/p>\n<\/td>\n

\n

20.00% lending<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Tadawul<\/strong> <\/p>\n<\/td>\n

\n

11,184<\/p>\n<\/td>\n

\n

-0.4% (YTD: +6.6%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

ADX<\/strong> <\/p>\n<\/td>\n

\n

10,623<\/p>\n<\/td>\n

\n

-0.1% (YTD: +6.3%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

DFM<\/strong> <\/p>\n<\/td>\n

\n

6,702<\/p>\n<\/td>\n

\n

-0.4% (YTD: +10.8%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P 500<\/strong><\/p>\n<\/td>\n

\n

6,836<\/p>\n<\/td>\n

\n

+0.1% (YTD: -0.1%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

FTSE 100<\/strong><\/p>\n<\/td>\n

\n

10,474<\/p>\n<\/td>\n

\n

+0.3% (YTD: +5.5%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Euro Stoxx 50<\/strong> <\/p>\n<\/td>\n

\n

5,979<\/p>\n<\/td>\n

\n

-0.1% (YTD: +3.2%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Brent crude<\/strong><\/p>\n<\/td>\n

\n

USD 68.59<\/p>\n<\/td>\n

\n

+1.2%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Natural gas (Nymex) <\/strong><\/p>\n<\/td>\n

\n

USD 3.24<\/p>\n<\/td>\n

\n

+0.8%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

Gold<\/strong><\/p>\n<\/td>\n

\n

USD 5,046<\/p>\n<\/td>\n

\n

+2.0%<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

BTC<\/strong><\/p>\n<\/td>\n

\n

USD 68,791<\/p>\n<\/td>\n

\n

-0.2% (YTD: -21.5%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P Egypt Sovereign Bond Index<\/strong><\/p>\n<\/td>\n

\n

1,023<\/p>\n<\/td>\n

\n

+0.1% (YTD: +3.1%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

S&P MENA Bond & Sukuk<\/strong><\/p>\n<\/td>\n

\n

153.28<\/p>\n<\/td>\n

\n

+0.3% (YTD: +0.9%)<\/p>\n<\/td>\n<\/tr>\n

\n

<\/use><\/svg><\/p>\n<\/td>\n\n

VIX (Volatility Index)<\/strong><\/p>\n<\/td>\n

\n

21.20<\/p>\n<\/td>\n

\n

+2.9% (YTD: +41.8%)<\/p>\n<\/td>\n<\/tr>\n<\/table>\n<\/div>\n

\n

THE CLOSING BELL-<\/p>\n

The EGX30 fell 1.6% at <\/strong>yesterday\u2019s<\/strong> close<\/strong> on turnover of EGP 9.9 bn (63.6% above the 90-day average). Local investors were the sole net buyers. The index is up 23.1% YTD.<\/p>\n

In the green: <\/strong>Arabian Cement (+3.8%), ADIB (+3.0%), and Oriental Weavers (+2.3%).<\/p>\n

In the red: <\/strong>Telecom Egypt (-12.4%), Egypt Aluminum (-6.0%), and Juhayna (-4.8%).<\/p>\n","protected":false},"excerpt":{"rendered":"

Big tech is set to spend more than USD 600 bn on capex in 2026, as AI-triggered memory shortages and supply-chain strains ripple across industries<\/p>\n","protected":false},"author":1,"featured_media":685001,"comment_status":"closed","ping_status":"open","sticky":false,"template":"single-feature.php","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[7210],"tags":[8540,72,119,122,12541],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-685000","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-planet-finance","tag-artificial-intelligence","tag-enterpriseam","tag-financial-markets","tag-planet-finance","tag-stocks","wpautop","entry"],"acf":{"mongo_id":"30baab19-53e3-4793-a2ef-b6de2af01401","order":"11","is_powered_by":true,"story_type":"1","photo_url":"https:\/\/ent.news\/2025\/12\/257.jpg","photo_position":"above","homepage_title":"","full_issue_title":"Markets caught between AI hype and AI fear","related_issue":[684981],"teaser":"Big tech is set to spend more than USD 600 bn on capex in 2026, as AI-triggered memory shortages and supply-chain strains ripple across industries"},"yoast_head":"\nMarkets weigh AI's threat to incumbents against big tech's massive spend - 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