Big Tech's $650 Billion Bet on AI

When it comes to large tech, the numbers person gotten astronomical and there's some enthusiasm and fearfulness astir this overmuch spending. In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss:

• Big tech's $650 cardinal stake connected AI.

• The "SaaSpocalypse."

• Stocks connected their radar.

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A afloat transcript is below.

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This podcast was recorded connected Feb. 06, 2026.

Travis Hoium: Big Tech is spending large money, but is it going to wage off? Motley Fool Money starts down.

Everybody needs money. That's wherefore they telephone it money.

From Fool Global Headquarters, this is Motley Fool money. Welcome to Motley Fool Money. I'm Travis Hoium, joined contiguous by Lou Whiteman and Jon Quast, and guys, Big Tech took halfway signifier this week, and the speech was each astir superior expenditures betwixt Meta, Microsoft, Alphabet, and Amazon. We got guidance for astir $650 cardinal successful capex for 2026. A twelvemonth ago, these companies weren't spending enough. Now the marketplace is saying, "We're going to walk this much. We're going to walk each of your operating currency flow." Lou, what bash we instrumentality from this week, due to the fact that it seems similar the numbers were truthful large that adjacent the astir bullish AI investors were shocked astatine however overmuch wealth these companies are spending?