Earnings
Forget the Hyperscalers: Fund Manager Flags 2 Lesser-Known AI Stocks Whose Earnings Surprises Show the AI Trade Isn't Dead
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Benzinga
公開日時: Jul 27, 2026, 10:03 AM
Sentiment Analysis
Bullish0.70
BEARISHNEUTRALBULLISH
“We’ve seen the price momentum pull back, and there’s a lot of doomers out there that think that’s the beginning of the end,” Nelson told Business Insider. “I’m not sure I’m there yet. The fundamental momentum of most of those AI infrastructure names is still very strong.”
Sterling Infrastructure Preparing land for data center construction , STRL is CTSIX’s third-largest holding, weighted at 3.18%. The company’s stock has risen 161.57% over the past 12 months. “Someone’s got to clear the trees and make everything flat and build roads around what’s going to end up being a data center,” Nelson said. “These guys ...
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Source: Benzinga
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