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Mid-Year Outlook 2026: Staying Defensive After an AI-Driven First Half
By Kirill Pyshkin, Chief Investment Officer, WELREX, 19 July 2026 With the exception of energy, every outperforming investment theme this year has been driven, directly or indirectly, by AI and the associated wave of capital expenditure. Combined CAPEX spend of AI hyperscalers’ (Amazon, Google, Meta, Microsoft and Oracle) this year is approaching $800 billion in […]
