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AI spending judgment will create winners and losers,: questar CIO

By BORSA NewsroomPublished Oct 29, 2026, 10:05 AM EDTUpdated Oct 29, 2026, 10:07 AM EDT

Richard Reyle, CIO at Questar Capital Partners, said tech companies are now judged solely on AI spending, which will create winners and losers. He contrasted rational and irrational AI spending.

Sentimentneutral 50

Neutral · 50 of 100

Impact20

low · stays off the top drivers

Confidence90%

high confidence · single wire

Eventdeveloping

v1 · alerted to followers

WHAT WE KNOW

Richard Reyle is CIO of Questar Capital Partners.
He made the statement during a WSJ live coverage event.