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HSBC Strategist Sees Investors Returning to Hyperscaler Stocks

  • Infra & Chips
  • Sales & Business
  • Funding & M&A

Max Kettner, chief multi-asset strategist at HSBC Global Investment Research, said on July 6, 2026 that investors who had shunned hyperscalers are starting to return, as the companies show they can generate profits while pouring hundreds of billions of dollars into AI infrastructure.

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