Episode
This is Bigger Than Nvidia. These 3 Stocks Win the AI Buildout.
- Published
- Jun 9, 2026
- Duration seconds
- 1322
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/marketbeat-stock-market-news-analysis-7198436/episodes/this-is-bigger-than-nvidia-these-3-stocks-win-the-ai-buildout/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/this-is-bigger-than-nvidia-these-3-stocks-win-the-ai-buildout.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Get Marc's AI Hotlist now: https://www.marketbeat.com/y/hotlist Nvidia and the Magnificent Seven are up less than 1% this year — but a different group of stocks tied to the AI buildout is beating earnings quarter after quarter and quietly earning institutions a lot of money. Marc Chaikin of Chaikin Analytics joins us with three names most retail investors are completely missing right now. These aren't flashy headline stocks. They're the companies actually building, powering, and connecting the AI data centers that the entire tech boom depends on — and all three just reported impressive earnings beats with analysts raising estimates and upgrading ratings. Marc also breaks down what's really behind the recent stock market selloff, what's driving rotation out of the Mag Seven right now, and his strategy tip for what to do when a stock you own is suddenly up 120% in five weeks. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters 0:00 — What's Really Happening in the AI Market Right Now 1:55 — The SpaceX IPO and Why It's Moving the Mag Seven 4:38 — Should You Buy Into the SpaceX IPO? 6:23 — Why the Biggest AI Opportunity Isn't in the Chips 8:31 — Stock 1 11:29 — Stock 2 17:41 — Stock 3 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. P…