Artificial intelligence continues to dominate investor attention—and with good reason. But as valuations swell and pullbacks emerge, smart money is shifting toward the infrastructure names quietly powering the trend behind the scenes.
In a recent conversation with analyst Marc Chaikin of Chaikin Analytics, the creator of the 20-factor Power Gauge model, we explored three stocks that stand out in this build-out. Each has a bullish Power Gauge rating and is positioned to benefit as compute power, data center capacity and infrastructure demand accelerate into 2026.
