- Goldman Sachs says an AI-fueled capex "supercycle" is just beginning, driving big tech investment trends.
- Hyperscalers are projected to spend $757 billion this year and about $920 billion by 2027 — a huge boost for hardware and cloud builds.
- The bank named 16 U.S. tech stocks set to benefit, including Apple, Broadcom, AMD, Oracle and Applied Materials — good names to watch in tech conversations.
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