Stephanie Aliaga
Global Market Strategist based in New York, specializing in developments in artificial intelligence and its market implications, who provides research-driven commentary on hyperscalers, CapEx and AI adoption.
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Feb 12, 2026 • 33min
What's next for the AI cycle and broader market rotation?
Stephanie Aliaga, a New York–based global market strategist focused on AI and market implications. She discusses tech volatility and divergence among hyperscalers. She explains why hyperscalers are ramping CapEx for AI and how capacity limits revenue. She explores which software and sectors may be exposed or resilient and Asia’s role in the AI supply chain.
