# Investors are favoring hyperscalers and AI-focused stocks.

*genai · news · 2026-05-18 · Benzinga*

## Key points

- Hyperscalers plan to spend nearly $755 billion on capital expenditures in 2024, up 38%.
- Investors are shifting from consumer and cyclical stocks back to AI and hyperscaler stocks.
- The accelerated AI investment focus is expanding beyond chips to memory, optics, and data center components.
- Liquid cooling technologies are emerging as the next AI equipment investment opportunity according to Goldman.

[Read the full story on Benzinga](https://www.benzinga.com/markets/equities/26/05/52627915/ai-stocks-are-becoming-wall-streets-new-defensive-trade-as-inflation-fears-rise-goldman-says)

---

Canonical: https://newsio.io/n/48793712-272e-42b4-8d06-3e73bff021f6/investors-are-favoring-hyperscalers-and-ai-focused-stocks-this-is-a-sharp-revers
Summarized by Newsio from Benzinga. https://newsio.io/how-it-works