About the contributor:Mark TepperThere’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Learn more about Mark by clicking here!Schedule a 30 minute virtual meeting with Mark Tepper Book NowTechnology investors are closely watching earnings from Microsoft and Meta as artificial intelligence infrastructure spending reaches record levels. In this interview, Mark Tepper explains why continued capital expenditures from hyperscalers are critical for AI-related stocks, while highlighting growing concerns coming from the bond market.