11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/26

Wall Street voices split on AI capex: TD sees enterprise ROI accelerating while Gartner warns most neoclouds can't cover returns until 2032.

• Market rebound: S&P 500 rose ~1.5% as Amazon, Micron, AMD, NVIDIA bounced after last week's tech/AI selloff; Santoli notes credit spreads, not just rates, now matter to the AI trade.
• TD's bullish AI case: Jeff Solomon cites a TD Cowan survey of 689 purchasing managers (92% using AI tools, 75% reporting 'massive ROI gains') and a forecast of enterprise AI spend rising from $3.5B (2025) to $54-55B (2028).

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