Many investors are watching large tech companies invest massive capital into artificial intelligence (AI) infrastructure. The big question is when, or even if, there will be an adequate return on those investments.
There are even concerns that massive capital allocation plans already announced may be cut or pushed out. But there are more and more signs that spending is continuing and even accelerating. If that indeed remains true, two of the biggest beneficiaries of that spending are no-brainer stocks to buy right now.
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