Analysts from HSBC and Deutsche Bank maintain a bullish outlook, with HSBC issuing a Buy rating and highlighting the company's exploration of funding for cloud infrastructure expansion to capitalize on AI demand. A report indicates a banking consortium is in talks to lend $38 billion to fund data centers for OpenAI, suggesting massive infrastructure investment. While concerns exist about high spending and debt costs, analysts argue these fears overlook the company's flexibility and long-term earnings potential from the AI boom.