Hyperscaler Capex Tops $1.2 Trillion: These Nine Stocks Are Cashing In, BofA Says
Big Tech's AI infrastructure bill keeps getting larger. Bank of America sees hyperscaler capex topping $1.2 trillion over the next 12 months, creating another potential tailwind for nine Buy-rated semiconductor stocks.
Giant tech companies are spending over $1 trillion building AI computers and equipment. This huge spending means companies that make computer chips and tools could see more business, which is something to watch when looking at those stocks.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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