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AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says
July 6 : Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn toward AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated Monday, the brokerage said hyperscalers �
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cryptobriefing.com
UBS Research: AI infrastructure stocks soar 600% in four years
UBS projects AI infrastructure stocks will see 600% value creation in four years, with hyperscaler capex reaching $820 billion by 2026. Here's what it
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UBS reports AI infrastructure stocks surpass big tech hyperscalers
UBS reports AI infrastructure stocks have outpaced big tech hyperscalers as global AI capex forecasts surge to $423B in 2025 and potentially $820B by 2026.
