Tim Urbanowicz: Investors demand free cash flow over tech spending

Name: Tim Urbanowicz: Investors demand free cash flow over tech spending
Uploaded: 2026-08-05T19:37:31Z
Duration: 1 min 11 s
Description: Tim Urbanowicz, Chief Investment Strategist at Innovator, joins Cheryl Cassoni to discuss the shift in investor sentiment regarding big tech AI spending. He explains why the market is demanding free cash flow over CapEx and suggests diversifying into sectors like financials, healthcare, and defined outcome ETFs.

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Tim Urbanowicz, Chief Investment Strategist at Innovator, joins Cheryl Cassoni to discuss the shift in investor sentiment regarding big tech AI spending. He explains why the market is demanding free cash flow over CapEx and suggests diversifying into sectors like financials, healthcare, and defined outcome ETFs.