The big surprise for the second half could be the AI trade powering higher. Why it wouldn’t take much.
THE SO WHAT
If HSBC is right and AI multiples can re-rate on modest earnings beats, capital could swing back toward “AI beta” names instead of broader tech. That matters for operators because funding, hiring, and partnership appetite will track that sentiment—treat any H2 rally as a window to lock in capital and strategic deals, not a permanent state.
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