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

BWB News TV • 2026-07-27 13:24 UTC • By Billy Odell Tucker-Robinson

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 [▻](https://video.twimg.com/amplify_video/2081732394483081216/vid/avc1/1280x72…

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