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AI Capital Expenditure (Capex) Is Off the Charts: Who Stands to Lose?
Yahoo Finance· 2026-02-17 13:42
Tim Beyers: To that point, Jason, let's talk about two that are on the radar this morning as we are taping. This is on Monday late morning Mountain Time. Both Monday.com, ticker MNDY, and Kyndryl, ticker KD, are getting absolutely slaughtered. Monday has been down more than 20% through various parts of the day. Kyndryl down more than 50%. These two are a little different, though. We'll talk about Monday in a second, but just the story on Kyndryl as the CFO and the General Counsel both appear to have been d ...