EPISODE · Feb 6, 2026 · 56 MIN
RenMac Off-Script: Big Tech Faces Capex Conundrum
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
CNBC’s Sara Eisen joins the RenMac Off-Script team to unpack why Big Tech’s AI spend is suddenly spooking markets, cracking momentum trades, and pressuring software stocks. The team breaks down softening labor signals beneath solid GDP growth, Bitcoin’s risk warning, FX stress abroad, the views of the Davos elite and what a potential Kevin Warsh Fed chair could mean for markets.
What this episode covers
CNBC’s Sara Eisen joins the RenMac Off-Script team to unpack why Big Tech’s AI spend is suddenly spooking markets, cracking momentum trades, and pressuring software stocks. The team breaks down softening labor signals beneath solid GDP growth, Bitcoin’s risk warning, FX stress abroad, the views of the Davos elite and what a potential Kevin Warsh Fed chair could mean for markets.
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RenMac Off-Script: Big Tech Faces Capex Conundrum
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