Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now

Strong Bullish 90.6
Tech investors told CNBC that they were watching 'pick-and-shovel' infrastructure stocks, derivative power plays and semiconductor names.
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This analysis was generated using Pulse AI, Glideslope's proprietary AI engine designed to interpret market sentiment and economic signals. Results are for informational purposes only and do not constitute financial advice.