Analysts Identify New AI Stocks Amid Hyperscaler Spending Surge
Ed Yardeni and other analysts highlight AI infrastructure and semiconductor stocks as growth targets despite recent tech sector sell-offs.
Financial analysts and investment platforms are identifying new growth targets beyond Nvidia for 2026, focusing on AI infrastructure, semiconductors, and cybersecurity. Ed Yardeni, president of Yardeni Research, characterized recent tech sell-offs as AI fatigue and argued that massive capital expenditures by hyperscalers, exceeding 720 billion dollars this year, signal sustained demand for AI hardware.
Investment strategies now emphasize the role of AI servers and chip manufacturing, with recommendations including Hewlett Packard Enterprise and Globalfoundries. Broadcom Inc. is also scaling infrastructure to support OpenAI and Anthropic through the 2027 calendar year.
Corporate activity in the sector includes Adobe Inc. acquiring Topaz Labs to integrate AI models for video and image augmentation into its Creative Cloud applications. These developments suggest a broadening of the AI trade toward the foundational hardware and software tools required for large-scale deployment.
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