Markets look to Big Tech for evidence of AI payoff

On Bloomberg This Weekend, MetLife Investment Management chief market strategist Drew Matus discussed how AI investment is driving markets, corporate spending and parts of the US economy, as investors await Big Tech earnings for evidence the spending pays off. He also flagged risks from rising tech investment and what markets want to hear on inflation from Fed Chair Kevin Warsh.

• US economy 'quite dependent' on AI growth, says strategist2026-10-23
• Dudley sees Fed holding in October, hike in December2026-10-23
• Big Tech earnings meet AI anxiety2026-10-16
• Fed's Waller on Monetary Policy in the Age of AI2026-10-13
• AI Stocks Support Broader Market as Divergence Widens2026-10-04