#hyperscalers — FinScans

🌐 Macro

AI Debt Insurance Costs Hit Record High as Seoul Stocks Crash for Second Day

July 29, 2026 (14 days ago)

Asian semiconductor stocks tumbled in a historic two-day rout, pushing the cost to insure hyperscaler AI debt to a record high as…

KOSPI LQD NDX

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📈 Stocks

Morgan Stanley's Shalett Says Hyperscalers Are 'Downright Cheap' After Market Selloff

July 7, 2026 (36 days ago)

Morgan Stanley's Lisa Shalett calls hyperscalers Amazon, Microsoft, Alphabet, and Meta 'downright cheap,' citing historically low valuations and robust earnings growth amid…

MSFT AMZN GOOGL +2

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📈 Stocks — 📈 Bullish

Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit

May 13, 2026 (91 days ago)

Hyperscalers' AI buildout fuels historic capex and surging energy demand, lifting two under-the-radar stocks poised to benefit from the power needs of…

▲ Historic AI capital spending by hyperscalers

🗓️ Long 🌍 US Read More →

📈 Stocks SPX 📊 Neutral

AI’s Big Guns Have a Serious Inflation Problem

May 12, 2026 (92 days ago)

Bloomberg opinion piece highlights how AI hyperscalers contend with chip cost inflation, threatening profitability and sector sentiment.

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