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HSBC has named its top picks for earnings season, including two "Magnificent Seven" stocks.
HSBC named Alphabet and Amazon as top earnings season picks, highlighting AI as a key growth driver.
KEY POINTS
- Alphabet's guided 2026 capex of $175-185bn is significantly above consensus expectations of $120bn.
- Amazon is projected to add more compute capacity in the next two years than any other cloud provider.
- HSBC estimates Monster Beverage has a 31% upside, targeting growth in Europe and Latin America.
COMPANIES
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