Published Jul 6, 2026, 9:23 AM ET · Updated 4 months ago · 1 source
HSBC’s Kettner Sees Hyperscalers Back in Favor Amid ‘Melt-Up’
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Original Report
INFERY
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.