The AI Trade Is Rotating From Chips to Infrastructure. 2 Stocks Riding the Shift.

As money moves past the chipmakers, the companies that power and cool AI data centers are having a moment.

Jul 11, 2026 - 22:00
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The AI Trade Is Rotating From Chips to Infrastructure. 2 Stocks Riding the Shift.
As money moves past the chipmakers, the companies that power and cool AI data centers are having a moment.

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