: Major tech "hyperscalers" are projected to spend over $700 billion on AI infrastructure in 2026, favoring semiconductor and data center stocks.
Despite high valuations, several technology and energy-related themes remain dominant in 2026. what to buy in stock market
: Emerging markets and European stocks currently offer more attractive valuations compared to U.S. large-caps, especially as the U.S. dollar is expected to remain flat or weaken. : Major tech "hyperscalers" are projected to spend
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