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More Is No Longer More for Markets on Capex, Lisa Shalett Says

Written by BloombergPublished Jul 27, 2026, 12:21 PM

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Australian News

Lisa Shalett, CIO at Morgan Stanley Wealth Management, sees a changing market narrative around capex spending by mega-cap tech companies ahead of earnings this week Microsoft, Apple, and others.

Does your company have news to share? Contact our Editorial desk at our editorial contact page.

More Is No Longer More for Markets on Capex, Lisa Shalett Says

Written by BloombergPublished Jul 27, 2026, 12:21 PM

Watch on Grafa TV

Discover more

Australian News

Lisa Shalett, CIO at Morgan Stanley Wealth Management, sees a changing market narrative around capex spending by mega-cap tech companies ahead of earnings this week Microsoft, Apple, and others.

Does your company have news to share? Contact our Editorial desk at our editorial contact page.