As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist

MarketWatch· Jules Rimmer· Jul 10, 2026 · 9:31 AM

Pick and shovel stocks benefit from hyperscaler capex upfront, while those spending the money must wait years to find out if there will be a return on their investments

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As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist

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