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As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist

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As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist

Pick and shovel stocks benefit from hyperscaler capex upfront, while those spending the money must wait years to find out if there will be a return on their investments

As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist

Source：MarketWatch

Disclaimer：Please read market information rationally and stay aware of investment risks. All content on this site is for informational purposes only and does not constitute investment advice.

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Source：https://www.marketwatch.com/story/as-ai-spending-concerns-grow-heres-the-bet-to-make-ahead-of-critical-stress-test-says-veteran-jefferies-strategist-4503ba4f