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AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’
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AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’

MarketWatch · Jul 3, 2026, 3:41 PM · Also reported by 2 other sources

A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just 100% for “hyperscalers.”

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