3 Stocks to Buy For the Next Wave of AI Infrastructure episode artwork

EPISODE · Dec 8, 2025 · 20 MIN

3 Stocks to Buy For the Next Wave of AI Infrastructure

from MarketBeat | Stock Market News & Analysis

Wild volatility has hit several AI infrastructure stocks this winter, with some names soaring more than 300% and others getting crushed just as fast. As Wall Street argues over whether the AI buildout is racing ahead or running off a cliff, the reality is simple: nobody knows the true value of these massive new data centers until the infrastructure actually exists. In this video, MarketBeat's Chris Markoch breaks down three AI infrastructure stocks worth watching over the next one to two years, the period he believes will define which companies become long-term winners in the AI backbone… and which ones were riding hype. You'll hear: • Why demand for AI data centers is still an unanswered question • What's driving the extreme price swings in this sector • How long-term contracts, energy needs and cooling tech factor into the investment case • Why the next few years are the real opportunity window for these stocks If you're trying to understand where the real money may be in the AI buildout (beyond the obvious mega-cap names), this breakdown is a great place to start. Applied Digital Breakout Is Only the Beginning: https://www.marketbeat.com/y/apld View Bridget's Buys Here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. #AIInvesting #AIStocks #TechStocks #AIInfrastructure #StockMarketNews #MarketBeat #InvestingTips #DataCenters #APLD #IREN #VRT #LongTermInvesting #HighGrowthStocks #InvestorEducation #StockAnalysis 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 you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

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3 Stocks to Buy For the Next Wave of AI Infrastructure

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This episode is 20 minutes long.

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This episode was published on December 8, 2025.

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Wild volatility has hit several AI infrastructure stocks this winter, with some names soaring more than 300% and others getting crushed just as fast. As Wall Street argues over whether the AI buildout is racing ahead or running off a cliff, the...

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