AI’s Buildout Is Lifting More Than Big Tech: 3 Stocks to Watch Hosted by Bridget BennettFebruary 20, 2026 ShareLink copied to clipboard. Play video for AI’s Buildout Is Lifting More Than Big Tech: 3 Stocks to WatchDetailsGuestsThe Mag 7 may be cooling off, but the AI buildout is just getting started. While investors debate whether Nvidia, Microsoft, or Broadcom will lead the next leg higher, capital is quietly flowing into the companies supplying the land, power, and infrastructure that make AI possible. In this interview, Marc Lichtenfeld of The Oxford Group breaks down three lesser-known names positioned to benefit from the AI expansion, no matter which tech giant wins. Want more ideas like these? View Marc's Top 12 Dividend Stocks here.Read 3 Under-the-Radar AI Infrastructure Stocks Powering the Next BuildoutStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioPLDPrologis3.7074 of 5 stars$145.34+0.5%2.94%36.62LANDGladstone Land1.7678 of 5 stars$9.61+0.8%5.83%N/ABKHBlack Hills3.7573 of 5 stars$74.42+0.4%3.78%19.36NVDANVIDIA4.9946 of 5 stars$216.57-1.3%0.02%33.15AVGOBroadcom4.9158 of 5 stars$413.25-0.3%0.63%80.80MSFTMicrosoft4.9939 of 5 stars$419.31+0.1%0.87%24.95METAMeta Platforms4.9308 of 5 stars$607.83+0.1%0.35%22.09NEENextEra Energy4.554 of 5 stars$89.13-0.6%2.79%22.69 Compare These Stocks Add These Stocks to My Watchlist Marc Lichtenfeld, GuestChief Income Strategist, The Oxford ClubMarc Lichtenfeld has studied the markets for more than 22 years. After getting his start on the trading desk at Carlin Equities, he moved over to Avalon Research Group as a senior analyst. Over the years, Marc’s commentary has appeared in The Wall Street Journal, Barron’s, and U.S. News & World Report, among others. Prior to joining The Oxford Club, he was a senior columnist at Jim Cramer’s TheStreet. Today, he is a sought-after media guest who has appeared on CNBC, Fox Business, and Yahoo Finance. His book Get Rich with Dividends: A Proven System for Earning Double-Digit Returns achieved bestseller status shortly after its release in 2012. Marc is the Senior Editor of The Oxford Income Letter, which is based on his proprietary 10-11-12 System. He is also the Editor of Technical Pattern Profits, Trigger Event Trader, Weekly Income Alert, and Oxford Bond Advantage.Bridget Bennett, HostDigital Media Producer, MarketBeatAlways 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.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube Listen to MarketBeat Other Platforms This is Bigger Than Nvidia. These 5 Stocks Win the Next AI Wave.MarketBeat TV | May 21, 2026Watch VideoRelated VideosGet Ready. 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Hosted by Bridget BennettFebruary 20, 2026 ShareLink copied to clipboard. Play video for AI’s Buildout Is Lifting More Than Big Tech: 3 Stocks to WatchDetailsGuestsThe Mag 7 may be cooling off, but the AI buildout is just getting started. While investors debate whether Nvidia, Microsoft, or Broadcom will lead the next leg higher, capital is quietly flowing into the companies supplying the land, power, and infrastructure that make AI possible. In this interview, Marc Lichtenfeld of The Oxford Group breaks down three lesser-known names positioned to benefit from the AI expansion, no matter which tech giant wins. Want more ideas like these? View Marc's Top 12 Dividend Stocks here.Read 3 Under-the-Radar AI Infrastructure Stocks Powering the Next BuildoutStocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioPLDPrologis3.7074 of 5 stars$145.34+0.5%2.94%36.62LANDGladstone Land1.7678 of 5 stars$9.61+0.8%5.83%N/ABKHBlack Hills3.7573 of 5 stars$74.42+0.4%3.78%19.36NVDANVIDIA4.9946 of 5 stars$216.57-1.3%0.02%33.15AVGOBroadcom4.9158 of 5 stars$413.25-0.3%0.63%80.80MSFTMicrosoft4.9939 of 5 stars$419.31+0.1%0.87%24.95METAMeta Platforms4.9308 of 5 stars$607.83+0.1%0.35%22.09NEENextEra Energy4.554 of 5 stars$89.13-0.6%2.79%22.69 Compare These Stocks Add These Stocks to My Watchlist Marc Lichtenfeld, GuestChief Income Strategist, The Oxford ClubMarc Lichtenfeld has studied the markets for more than 22 years. After getting his start on the trading desk at Carlin Equities, he moved over to Avalon Research Group as a senior analyst. Over the years, Marc’s commentary has appeared in The Wall Street Journal, Barron’s, and U.S. News & World Report, among others. Prior to joining The Oxford Club, he was a senior columnist at Jim Cramer’s TheStreet. Today, he is a sought-after media guest who has appeared on CNBC, Fox Business, and Yahoo Finance. His book Get Rich with Dividends: A Proven System for Earning Double-Digit Returns achieved bestseller status shortly after its release in 2012. Marc is the Senior Editor of The Oxford Income Letter, which is based on his proprietary 10-11-12 System. He is also the Editor of Technical Pattern Profits, Trigger Event Trader, Weekly Income Alert, and Oxford Bond Advantage.Bridget Bennett, HostDigital Media Producer, MarketBeatAlways 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.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube
