#hyperscaler capex
articles
Markets
Nasdaq’s AI Rally Isn’t Dot-Com 2.0 — the Risk Has Moved to Balance Sheets
A new market note argues the Nasdaq-100’s 20.7x forward earnings is no dot-com bubble, but Microsoft, Alphabet, Amazon a...
Markets
AI Semiconductor Sell-Off Forces Hedge Fund Liquidation, Stokes Capex Anxiety
A sell-off in memory and chip stocks nearly forced hedge fund Situational Awareness into a fire sale, as investors quest...
Markets
Top Fund Manager Says It’s Not Yet Time to Sell AI Infrastructure Stocks
A small-cap growth fund manager who has outperformed 99% of peers sees further upside in AI infrastructure names, despit...