AI Infrastructure Stocks Surge 187% as Capex Cycle Accelerates
The rally signals investors are still betting on the picks-and-shovels layer powering the AI buildout, not just the model makers at the top of the stack.
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The rally signals investors are still betting on the picks-and-shovels layer powering the AI buildout, not just the model makers at the top of the stack.
The S&P Kensho Global Space Index has climbed nearly 36% year-to-date, making it one of the stronger-performing…