Dimon Says AI Capital Spending Will Hit $725 Billion in 2026. Here Are the Sectors That Will Win and the Ones That Will Be Left Behind
Key Points Jamie Dimon expects the top five hyperscalers to increase their AI spending by more than 60% to $725 billion in 2026. AI infrastructure companies will profit from that trend, but smaller software companies could suffer. 10 stocks we like better than Nvidia › …