Tech investors told CNBC that they were watching 'pick-and-shovel' infrastructure stocks, derivative power plays and semiconductor names.
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Analysts focused on hyperscalers' AI spending and their predictions on the pace of investment returns.
While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.
Hyperscalers announced capex plans could hit $700 billion this year amid the AI boom.
This AI stock has a more visible path to victory than its hyperscaler peers.
Analysts say the biggest question hanging over the semiconductor sector is whether hyperscale spending on AI hardware can remain…
Bank of America’s Global Fund Manager Survey found concerns about an AI bubble are mounting.
