Wild volatility has hit several AI infrastructure stocks this winter, with some names soaring more than 300% and others getting crushed just as fast. As Wall Street argues over whether the AI buildout is racing ahead or running off a cliff, the reality is simple: nobody knows the true value of these massive new data centers until the infrastructure actually exists.
In this video, MarketBeat’s Chris Markoch breaks down three AI infrastructure stocks worth watching over the next one to two years, the period he believes will define which companies become long-term winners in the AI backbone… and which ones were riding hype.
You’ll hear:
• Why demand for AI data centers is still an unanswered question
• What’s driving the extreme price swings in this sector
• How long-term contracts, energy needs and cooling tech factor into the investment case
• Why the next few years are the real opportunity window for these stocks
If you’re trying to understand where the real money may be in the AI buildout (beyond the obvious mega-cap names), this breakdown is a great place to start.
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Bridget Bennett, Host
Digital Media Producer, MarketBeat
Always the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.
Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.
When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.
Chris Markoch, Guest
MarketBeat Contributor, MarketBeat
Chris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.
