About this episode
What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.In this episode:00:00:00 Investing Beyond The Mag Seven00:03:34 AI Spending: Boom Or Bubble?00:10:01 Why This Isn’t Another Dotcom00:19:32 Finding Opportunities At Market Highs00:25:31 Two Global Stocks With Upside00:36:51 One Exceptional Company ExplainedLinks Mentioned: ? listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025 Stocks and ETFs mentioned:Schroder Global Equity Alpha Fund (ASX: ALPH)Oracle Corporation (NYSE: ORCL)Alphabet Inc. (NASDAQ: GOOGL)Microsoft Corporation (NASDAQ: MSFT)Amazon.com, Inc. (NASDAQ: AMZN)NVIDIA Corporation (NASDAQ: NVDA)Broadcom Inc. (NASDAQ: AVGO)Arista Networks, Inc. (NYSE: ANET)Monster Beverage Corporation (NASDAQ: MNST)Morgan Stanley (NYSE: MS)Tesco PLC (LSE: TSCO)GSK plc (LSE: GSK)AstraZeneca PLC (LSE: AZN)Commonwealth Bank of Australia (ASX: CBA)Tapestry, Inc. (NYSE: TPR)Zoom Communications, Inc. (NASDAQ: ZM)————This episode is sponsored by Schroders.You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) here.————Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates?Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our
