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HSBC’s Kettner Sees Hyperscalers Back in Favor Amid ‘Melt-Up’

Source: bloombergMarkets July 6, 2026 · 06:23
Investors who recently scorned so-called hyperscalers are starting to come back as the companies show they can mint profits while spending hundreds of billions of dollars on artificial-intelligence infrastructure, according to Max Kettner of HSBC Holdings Plc.
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