Economic TimesLean R·
Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers
AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slow sharply after this year. Fund managers are rotating capital into hyperscalers and AI-benefiting sectors. Financing AI expansion faces greater scrutiny with softening bond demand. Despite volatility, long-term AI optimism remains intact for many investors.
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