Tech’s megacaps are spending BIG on AI again this year, but its full economic impact remains a long-term story. Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch, and Michael Craig, Managing Director, Head of Asset Allocation and Derivatives, TD Asset Management, join Kim Parlee, Vice President, TD Wealth, to explain why AI’s real impact could take decades. They also talk about the next wave of opportunity for investors amid an increasing focus on physical AI… including robots. Find this episode and more on Spotify and Apple Podcasts. *Recorded on Feb. 5, 2026