Market wants change from promise to profit in megacap tech earnings, says Plexo Capital's Lo Toney
CNBC Televisionยท2025-10-24 20:14
It's a big one. All of the most important mega cap tech companies and then Nvidia a little bit after that, but it's going to be big. For more on what to expect, let's welcome in Lo Tony.He's Plexo Capitals founding managing partners. Good to see you. Welcome back.>> Thanks for having me. >> How do you think next week's going to unfold. >> Well, I think it's going to be a bell weather for sure because we've had so much spend.It's almost like a space race with over $300 billion in capex on mostly AI infrastru ...