Miner Company
Osterweis Capital Management Q2 2026 Equity Outlook
For the better part of two decades, software companies and information services firms have been rightfully viewed as the archetypal quality compounders. The five largest hyperscalers are projected to deploy over $700 billion in aggregate capital expenditure this year, an increase of over 60% from 2025.
For the better part of two decades, software companies and information services firms have been rightfully viewed as the archetypal quality compounders. The five largest hyperscalers are projected to deploy over $700 billion in aggregate capital expenditure this year, an increase of over 60% from 2025.