After years of record-breaking investment from the hyperscalers, 2026 may finally bring a shift. New incentives stemming from the implementation of the One Big Beautiful Bill Act (OBBBA) could push companies outside of technology into the much-needed CapEx boom. In this episode of Money with Murphy, Kara explores why the broadening out of business investment is critical for sustained productivity, earnings growth, and stock market performance.
Money with Murphy: Will 2026 Finally Break Big Tech’s Grip on CapEx?
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January 21, 2026