Big Tech Is Spending $700 Billion. These Companies Get Paid
Published on: 07/05/2026
As long as hyperscalers continue investing, AI infrastructure stocks should remain strong.
Investment StrategyStocksEarnings

As long as hyperscalers continue investing, AI infrastructure stocks should remain strong.

Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla, there are two screaming bargains and one pricey company whose valuation can't be justified.

When is the best time to buy stocks? Perhaps when the timing feels worst. Some of the most powerful stock market rallies came following periods of anxiety and uncertainty, not when everything seemed to be sunshine and roses.

For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw explore whether a bubble is the right term for the AI landscape, or if the picture is more complicated.