Ride the AI Infrastructure Buildout with These 2 Stocks: SMCI, VRT

The AI frenzy continues to dominate market headlines, with the DeepSeek news a few weeks back only adding fuel to the fire. Earnings season has given us a better feel on the outlook, with several of the Mag 7 companies doubling down on their rich CapEx plans concerning their AI infrastructure buildouts.And recently, two stocks with big exposure to AI infrastructure, Super Micro Computer (SMCI) and Vertiv (VRT) , delivered quarterly results, providing us with further clarity. Please note that SMCI released i ...