AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’
Jul 03, 2026
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.”
https://www.marketwatch.com/story/ai-infrastructure-stocks-have-overtaken-big-tech-hyperscalers-in-an-extraordinary-shift-says-ubs-research-arm-7c425a02?mod=mw_rss_topstories
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