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 NowMark Tepper joins Maria in the Mornings to break down Nvidia’s massive earnings beat, the future of AI spending, and why 2026 will be the year investors demand real results. He explains how companies are shifting from cash-funded AI investments to debt-funded CapEx, what that means for valuations, and why disciplined firms will pull ahead as the next phase of AI unfolds. Tepper also covers consumer strength, inflation confusion, and the productivity surge driving today’s economic growth.
