📈 AI infrastructure stocks are booming:
AI infrastructure stocks have outperformed the equal-weight S&P 500 by +115% since December 2023, more than any other AI-related category. This group covers semiconductors, data center operators, cloud providers, networking equipment firms, and power companies, among others.
This is followed by a +45% outperformance from mega-cap hyperscalers, including Microsoft $MSFT, Alphabet $GOOGL, Amazon $AMZN, and Meta $META. AI productivity stocks, which track companies using AI to cut costs and boost efficiency rather than build the technology, have outperform
AI infrastructure stocks have outperformed the equal-weight S&P 500 by +115% since December 2023, more than any other AI-related category. This group covers semiconductors, data center operators, cloud providers, networking equipment firms, and power companies, among others.
This is followed by a +45% outperformance from mega-cap hyperscalers, including Microsoft $MSFT, Alphabet $GOOGL, Amazon $AMZN, and Meta $META. AI productivity stocks, which track companies using AI to cut costs and boost efficiency rather than build the technology, have outperform
