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Barchart
Barchart
Rick Orford

Corning vs. Applied Materials: One Stock Beat the Other by 75 Percentage Points. The Better AI Infrastructure Play Is Clear.

Applied Materials Corning AMAT ASML Supply chain TSMC

When it comes to profiting from the current AI boom, you don’t necessarily have to invest in the central players. Sure, the likes of Nvidia (NVDA), Micron (MU), and TSMC (TSM) are raking in the money and giving shareholders triple-digit returns.

But sometimes, the better opportunities lie with the companies serving as the foundation of the AI boom. The ones supplying the materials, equipment, and infrastructure that make up the rest of data centers.

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