The 'Halftime' Investment Committee weigh in on 'Big Tech' CapEx spend amid AI war

the capex spend. Take a look at Nvidia. Um, look at Broadcom, new record high.Where where's the capex going. >> The street is telling the street is the street is telling Google they want them to be aggressive. The street the reaction to the increase in capex spend without question.The street believes that um being a top three player in AI is an existential necessity for this stock. And that's what I think you're seeing playing out on the screen today. Had they just merely reaffirmed or said, "Yeah, things a ...