Episode

3 Stocks to Buy Before the Big Data Center Boom

Podcast
MarketBeat | Stock Market News & Analysis
Published
Jun 26, 2026
Duration seconds
1372
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Summary

Get the FREE Report with the top 7 Nuclear Stocks to Own this Year: https://www.marketbeat.com/y/yt920/ A new JP Morgan report reveals that 60% of planned data center capacity for 2027 hasn't broken ground yet. The backlog is real, the demand is real, and the companies doing the actual building are starting to show it in their earnings. MarketBeat analyst Chris Markoch joins Bridget to break down three stocks right at the heart of this infrastructure buildout and why the stock market picks and shovels play may be where the real opportunity is right now. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. CHAPTERS: 00:00 Introduction 01:45 What the JP Morgan Report Actually Shows 05:30 Stock 1. The Electrical Infrastructure Play 12:10 Stock 2. The Company Getting Power to the Data Centers 17:20 Stock 3. The Cooling Stock Already on the Watch List 21:30 When Does This Growth Story End DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to y…