• Sygnia flagged surging AI infrastructure demand, citing Amazon, Microsoft, Google cloud backlog doubling in six months to $1.5 trillion.
• AI hyperscaler capex projected at $800 billion in 2026, rising to $1.1 trillion in 2027; data center buildout estimated above $3 trillion.
• Heavy capex cycle seen driving hyperscalers toward debt; Google now the eighth-largest bond issuer in Europe.
• SpaceX IPO preparations lifted space and satellite stocks; valuation seen at $1.75-$2 trillion, with S&P 500 weight projected at 0.5%-0.75%.
• Emerging-market outperformance since early September attributed to TSMC, Samsung, SK Hynix; Sygnia kept EM at neutral on oil risk, concentration.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sygnia Ltd. published the original content used to generate this news brief on June 01, 2026, and is solely responsible for the information contained therein.