Hyperscalers’ aggressive AI spending is rattling their stocks. But the bull market is hinging on it
- Posted on July 27, 2026
- By CNBC
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- 1 min read
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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.
