Results are in: this is who's winning the AI infrastructure rush

from the daily moo · host Moomoo Australia & New Zealand

Q2 earnings season is well underway and Wall Street is focused on where the AI capital is actually being deployed. With tech giants committing historic levels of capex to AI infrastructure, the question becomes which companies are positioned to capture that spending and which valuations have gotten ahead of themselves. Today's Watchlist: SK Hynix, Unilever, DroneShield Check out these stocks: www.moomoo.com/quote

Episode metadata supplied by the publisher feed · Published Jul 29, 2026

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Results are in: this is who's winning the AI infrastructure rush

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