AI's Buildout Is Lifting More Than Big Tech: 3 Stocks to Watch episode artwork

EPISODE · Feb 20, 2026 · 15 MIN

AI's Buildout Is Lifting More Than Big Tech: 3 Stocks to Watch

from MarketBeat | Stock Market News & Analysis

The Mag 7 may be cooling off, but the AI buildout is just getting started. While investors debate whether Nvidia, Microsoft, or Broadcom will lead the next leg higher, capital is quietly flowing into the companies supplying the land, power, and infrastructure that make AI possible. In this interview, Marc Lichtenfeld of The Oxford Group breaks down three lesser-known names positioned to benefit from the AI expansion, no matter which tech giant wins. Want more ideas like these? View Marc's Top 12 Dividend Stocks here: https://www.marketbeat.com/y/income3 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 00:00 – Mag 7 Selloff & AI Rotation 01:19 – How Long Could the Pullback Last? 02:42 – Stock #1 05:43 – Stock #2 10:31 – Stock #3 15:02 – Final Thoughts 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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AI's Buildout Is Lifting More Than Big Tech: 3 Stocks to Watch

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