Post #6728

📈AI infrastructure stocks are booming: AI infrastructure stocks have outperformed the equal-weight S&P 500 by +115% since December 2023, more than any other AI-related category. This group covers semiconductors, data center operators, cloud providers, networking equipment firms, and power companies, among others. This is followed by a +45% outperformance from mega-cap hyperscalers, including Microsoft $MSFT, Alphabet $GOOGL, Amazon $AMZN, and Meta $META. AI productivity stocks, which track companies using AI to cut costs and boost efficiency rather than build the technology, have outperformed by +10% over the same period. Meanwhile, software names have been the weakest group, trailing the average stock by -20%. AI infrastructure stocks are driving the revolution. @aipost🏴