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Hyperscalers’ aggressive AI spending is rattling their stocks. But the bull market is hinging on it

Pulling back on investment would be a more troubling development than limiting returns to shareholders to accommodate demand, traders and analysts said.

Hyperscalers’ aggressive AI spending is rattling their stocks. But the bull market is hinging on it

Published July 27, 2026 · Category: Finance

Overview

Pulling back on investment would be a more troubling development than limiting returns to shareholders to accommodate demand, traders and analysts said.

Source

Originally published at www.cnbc.com.

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