Caroline Hyde

relative to analyst expectations for 2026 in terms of what they're going to spend on CapEx.

And so I think as much as we might have jitters around this, this AI train is continuing to steam forward.

Steaming forward, Marta, what we've seen a lot of steam on is kind of AI Duma or dystopia.

We've seen a lot of notes put out.

Look, some of them by the very leaders of Anthropic, for example, talking about the adolescence of technology.

We've seen the Citrini research just cause shockwaves through the market as some have labeled it sort of basically completely dystopian, made up.

But in other ways, some people put some real credence to potentially double-digit unemployment due to rapid agentic adoption.

How are you thinking about it?

I think those notes are really powerful and a really valuable thought exercise.

And they're tapping into, obviously based on a market action, they're tapping into what investors really fear is that worst case scenario.

We hear it time and time again that AI is going to destroy

the labor market.

And so these notes are valuable in the sense that they put real color, they paint a real picture to what that looks like.

But I think what we have to remember is none of us know the future perfectly, and that's one potential outcome, but there's a whole range of different outcomes

some of which are a lot more positive than what these notes have suggested.

And so I think as we invest, we can now say, OK, now these valuations are beginning to reflect some of these more dystopian outcomes.

Marta Norton of Empower, thank you very much.

Okay, take a look at these live pictures.

NASA is rolling the Space Launch System rocket and Orion spacecraft for Artemis II off the launch pad and back to the hangar at the agency's Kennedy Space Center in Florida.

It's only four miles away, but the trek is expected to take up to 12 hours.