The post AI Trade Hinges on Hyperscaler Capital and Revenue appeared first on StartupHub.ai.

Tejas Dessai, Director of Research at Global X ETFs, recently shared a compelling outlook on CNBC’s Worldwide Exchange, emphasizing that the trajectory of the AI trade through 2026 will be largely dictated by the capital expenditure (CAPEX) guidance and AI revenue acceleration from hyperscalers. “This week could set the tone for the AI trade going […]

The post AI Trade Hinges on Hyperscaler Capital and Revenue appeared first on StartupHub.ai.