Ray Dalio is 'WRONG' about this, expert argues
Fox Business
|
February 20, 2026 at 12:15 AM UTC
Bullish
90% Confidence
Watch on YouTube
Key Points
- Big Tech's AI capex is seen as a sound investment, with a $1 trillion backlog for MAG-7 companies indicating future revenue and strong ROI, contrary to dot-com bubble comparisons.
- Ray Dalio's view on the end of globalization is disputed, with 'hyper-digitization' enabling remote labor and continued global integration.
- A US manufacturing boom is anticipated, supported by strong Philly Fed index data and renewed capital expenditure incentives.
AI Summary
The discussion challenges bearish views on Big Tech's AI capital expenditure, arguing that a significant backlog indicates strong future returns. It also refutes the end of globalization, citing remote labor trends, and predicts a robust manufacturing boom in the US driven by capex and policy.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 90% |
| Consensus | Bullish | 90% |