Why Slower AI Investment Could Change the Fed’s Outlook episode artwork

EPISODE · Jul 22, 2026 · 6 MIN

Why Slower AI Investment Could Change the Fed’s Outlook

from Schwab Network · host Schwab Network

Stephen Coltman discusses how tighter financial conditions are affecting equities, digital assets, and precious metals. He examines the impact of AI spending on big tech balance sheets, what a slowdown could mean for Fed policy, and why investors should watch energy markets and upcoming central bank commentary.======== 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 22, 2026

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Why Slower AI Investment Could Change the Fed’s Outlook

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