Market Sentiment on Edge; 2026 Outlook May Face Challenges

Market Sentiment on Edge

Rohit Kulkarni, senior research analyst at Roth Capital Partners, discussed market sentiment’s precarious state during an appearance on ‘Squawk on the Street.’ He emphasized concerns regarding capital expenditure (capex) risks faced by hyperscalers as we look towards 2026.

Outlook for 2026

Kulkarni provided insights into the 2026 outlook, highlighting potential challenges in the tech sector. His analysis suggests that hyperscalers may experience significant capex risks, which could impact their growth and investment strategies in the coming years.