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Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally
Semiconductor stocks sold off on fears that Big Tech’s AI spending had peaked. Bank of America says the opposite is true: it now expects hyperscaler capex to top $1.2 trillion over the next 12 months, up from roughly $700 billion. Morgan Stanley agrees, projecting about $800 billion in 2026 and $1…
Semiconductor stocks sold off on fears that Big Tech’s AI spending had peaked. Bank of America says the opposite is true: it now expects hyperscaler capex to top $1.2 trillion over the next 12 months, up from roughly $700 billion. Morgan Stanley agrees, projecting about $800 billion in 2026 and $1…
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