AI ‘Picks and Shovels’ Stocks: Are They the Smartest Way to Play the Data-Center Boom? – MarketWise

The article examines “picks and shovels” stocks—companies that provide infrastructure and equipment for data centers rather than direct AI applications—as a potential investment strategy during the AI boom. MarketWise analyzes whether investing in suppliers and enablers of AI infrastructure may offer more stable or advantageous returns compared to direct AI company investments.

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