Morning Call Sheet: AI Spending Broadens Opportunities Beyond Big Tech
- Freedom Capital Markets
- 3 days ago
- 1 min read
CNBC Morning Call
23 July 2026
Jay Woods, Chief Market Strategist at Freedom Capital Markets, Matt Powers of Powers Advisory Group, and Nancy Tengler, Chief Investment Officer at Laffer Tengler Investments, said AI spending is creating opportunities in software, defense, industrials and infrastructure beyond Big Tech.
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