AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays.
Key Points AI capital expenditures in 2026 will be 61% higher than Goldman Sachs’ initial estimates. Micron Technology has been one of the biggest winners from all of the spending. Taiwan Semiconductor benefits no matter which AI hyperscalers win the AI race. 10 stocks we like better than Micron Technology › In the third quarter…