Hardware and infrastructure stocks have been some of the biggest winners of the AI boom. Is Micron another winner in the making or is it overhyped?
Eaton, Texas Instruments, and Brookfield Renewable are all set to benefit as AI infrastructure spending heats up.
Data centers are hungry for power and speed. Two smaller companies stand on the threshold of cashing in on the AI infrastructure boom.
Nvidia still sells the best picks and shovels for the AI gold rush. Equinix and Digital Realty will draw more AI companies to their data centers. All three stocks could attract more investors as the ...
With the price of Bitcoin on the decline, crypto mining companies are making the pivot into AI.
The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt ...
Thematic Investing In 2026: AI, Defense, Infrastructure, And The Next Phase Of Market Transformation
Thematic investing is increasingly shaping how investors interpret markets heading into 2026 as AI, geopolitical fragmentation and infrastructure constraints intersect. Jay Jacobs discusses.
In this article, we highlight the best software infrastructure stocks to buy according to hedge funds. An estimated $45 trillion opportunity may emerge in the software application layer as AI ...
Software stocks are experiencing a harsh sell-off as investors fear the artificial intelligence (AI) trade is reaching a ...
India’s National Green Hydrogen Mission aims to produce 5 million metric tonnes by 2030, backed by ₹8 lakh crore in investment. Key players are leading the shift across equipment manufacturing, power ...
The Zacks Building Products - Heavy Construction industry continues to grapple with tariff-related uncertainty and cost pressures, inflation and ongoing labor constraints, all of which can delay ...
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