The Search for ROI: Rising Hyperscaler Costs Clash with AI Boom episode artwork

EPISODE · Jul 23, 2026 · 6 MIN

The Search for ROI: Rising Hyperscaler Costs Clash with AI Boom

from Schwab Network · host Schwab Network

Kristina Hooper examines investor concerns over rising AI spending and whether hyperscalers can deliver meaningful returns. She also discusses inflation pressures, higher infrastructure costs, and what could spark the next move in big tech stocks.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Episode metadata supplied by the publisher feed · Published Jul 23, 2026

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The Search for ROI: Rising Hyperscaler Costs Clash with AI Boom

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