The Fed didn't cut this week, inflation is still running above target, and Powell said Middle East developments add more uncertainty to the outlook. That usually makes this a stock-picker's market, not a "buy anything with AI in the name" market.
That's exactly why I put together a new report on 9 AI stocks I'm watching this month. See the full market breakdown here.
Most investors are still crowded into the same mega-cap AI names. But when rates stay higher and headlines stay messy, leadership can shift fast toward the companies actually supplying chips, cloud capacity, and mission-critical data tools. Take a look at the names on my list.
Inside, I cover one lesser-known chip name tied to U.S. AI infrastructure, one cloud player with improving setup, and one data analytics business with exposure to government demand. This is not about hype. It is about following where capital is still being deployed. Big Tech is projected to spend roughly $635B to $665B on AI in 2026. Read the report here.
If you want a clearer view of where AI money may rotate next, review the 9-stock list here.
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Warm regards,
Hiral Ghelani
Founder & CEO, StockEarnings, Inc.
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