3 Stocks Cashing In on AI While Everyone Watches NVIDIA

investing.com Jun 12, 2026

3 Stocks Cashing In on AI While Everyone Watches NVIDIA

Curated by Shubham · TechCapsules · Jun 12, 2026

AI-summarised brief · reviewed before publication

Investors have been focused on semiconductor stocks like NVIDIA, but a quieter group of stocks has been outperforming, beating earnings and attracting institutional money. These companies, including Argan, MasTec, and Quanta Services, are building the infrastructure for AI, such as power plants, data centers, and electrical grid expansions. According to Marc Chaikin, these stocks offer a fresh entry point, having pulled back recently. Chaikin believes the biggest gains in chips and servers have already been realized, and the next layer of the trade is the infrastructure that houses and powers AI. These stocks have strong fundamentals and a multi-year growth runway.

💡 Why It Matters

· The infrastructure buildout for AI requires significant investment in construction and electricity, making these stocks well-positioned for growth.
· By investing in these lesser-known companies, investors can capitalize on the AI trend without chasing overhyped semiconductor stocks.

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