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EPISODE · Jan 19, 2026 · 7 MIN
[TOP STORY] The impact of hyperscaler spending on global markets
from MoneywebNOW · host Simon Brown
Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.
What this episode covers
Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.
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[TOP STORY] The impact of hyperscaler spending on global markets
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This episode is 7 minutes long.
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This episode was published on January 19, 2026.
What is this episode about?
Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.
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