The AI Boom Isn't Over: 3 Stocks You Need to Watch
While the market frets over falling prices, a handful of companies are quietly racing to supply what the next phase of AI actually needs. Luke Lango breaks down the names to watch, plus a popular name to avoid now.
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Tomorrow’s CPI is the next major test.
The underlying earnings story can remain strong while the macro backdrop keeps prices constrained.
Nothing here directly challenges the AI infrastructure spending thesis, but sticky inflation makes it harder for falling yields and expanding valuatio...
