EPISODE · Feb 10, 2026 · 30 MIN

Big Capex for the Big Techs

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey. 0:00- Intro7:20- Apple's record iPhone sales11:48- Apple's memory and chip constraints16:35- Microsoft's Azure miss20:10- Big tech returns on AI capex22:01- Meta's motivations for AI25:48- Brookfield Asset Management's new CEO 

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Big Capex for the Big Techs

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