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25 Oct, 19:56
Bullish on Alphabet as key beneficiary of AI capex surge
Bullish+0.58%
AI Summary
The author shares a J.P. Morgan forecast of massive AI capital expenditure growth and tags major tech beneficiaries, signaling a bullish outlook on the AI infrastructure and big tech sector.
J.P. Morgan: global spending on AI capex to reach $5.5 trillion by 2030 and for $900 billion to be spent in 2026 alone.
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