Relative Performance of Hyperscalers to S&P 500
Hyperscalers have been trapped in a two-year range versus the S&P 500. Now the question is whether they can break out while AI capex returns remain in doubt.
Image: Deutsche Bank Asset Allocation
Hyperscalers have been trapped in a two-year range versus the S&P 500. Now the question is whether they can break out while AI capex returns remain in doubt.
Image: Deutsche Bank Asset Allocation