Episode
AI Infrastructure Stocks to Watch | Business and Finance News
- Published
- Jul 11, 2026
- Duration seconds
- 96
- Processing state
not_requested- Canonical source
- https://sources.thednn.ai/74dc7cbf972359a5
Actions
POST https://stenobird.com/v1/public/podcasts/business-finance-news-today-2-min-news-the-daily-news-now-7726192/episodes/ai-infrastructure-stocks-to-watch-business-and-finance-news/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/ai-infrastructure-stocks-to-watch-business-and-finance-news.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
AI remains the unstoppable force behind this year’s stock market surge, with the Global X AI ETF soaring 23%—far outpacing the Nasdaq’s 13%. While Micron, AMD, and Sandisk led early gains, the spotlight’s now on Nvidia and Celestica, two AI powerhouses that’ve dipped lately but could explode on strong earnings. Nvidia, though up just 11%, fuels massive AI data centers for Google, Amazon, and Microsoft—companies ramping up spending. Celestica, despite its stock slide, is riding a revenue and earnings boom fueled by AI infrastructure. Both could see massive rebounds if their upcoming reports deliver—watch closely. Listen in comfort: Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN: [email protected] This is an automated, high-level news summary based on public reporting. Report issues to [email protected]. View sources & latest updates: https://sources.thednn.ai/74dc7cbf972359a5