# AI Infrastructure Stocks to Watch | Business and Finance News

Page: 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
Text version: 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
Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-07-11T20:10:33+00:00
Episode link: https://sources.thednn.ai/74dc7cbf972359a5
Audio file: https://api.fastcast.ai/audio/52d78e37-8a93-4f4c-bab2-dd965d3f720b.mp3
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Duration seconds: 96

## Resource

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: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/74dc7cbf972359a5

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