CapEx is the story for 2024, A.I. is expensive, notes Hatem Dhiab. He talks about how every company will need to increase I.T. budgets for a new A.I. strategy. He discusses investing in the A.I. boom. He highlights Microsoft (MSFT) which recently hit an all-time high. He goes over how MSFT plans to build A.I. chips to compete with Nvidia (NVDA). He then outlines why Netflix (NFLX) is the best earnings story this season. Finally, he looks at which companies could benefit from increased A.I. spending. Tune in to find out more about the stock market today.