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An old economy sector may break out thanks to hyperscaler investment. Todd Gordon outlines how to play it

Posted on June 16, 2026
By CNBC
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1 min read

An old economy sector may break out thanks to hyperscaler investment. Todd Gordon outlines how to play it

Another group has participated in the growth trade breakout and recently showed outperformance, creating a quieter AI revolution in this "old economy" sector.