Markets are up for a second straight day, powered by a surge in AI-linked names.
Confidence is back in companies building the AI backbone — chips, data centers, and infrastructure.
AI isn’t a “trend” anymore — it’s the next economic layer, just like PCs, the internet, and the cloud — but unfolding 10× faster.
The smart money is rotating into enablers: compute, memory, and AI infrastructure leaders.
Stocks to watch:
NVDA, AMD: powering AI compute.
SMCI, VRT: data-center backbone.
PLTR, META: software + data intelligence.
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