Zacks Investment Research
24 Jul 2026, 20:31 UTC · 1h ago
Forget AI Chips and the Mag 7: Buy AI Infrastructure Stocks (VRT, EME) Now
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
24 Jul 2026, 20:31 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Hyperscalers are projected to spend approximately $700 billion in AI-related capex in 2026, increasing further in 2027. — Massive guaranteed capital expenditure from the largest tech firms provides a strong fundamental floor for the entire AI ecosystem.
+0.80Global data center capex is projected to reach $7 trillion by 2030, with $1.3 trillion specifically allocated to energy infrastructure. — Long-term growth projections for physical infrastructure suggest sustained demand for power and cooling providers.
+0.60U.S. electricity demand is expected to increase by 25% by 2030 and approximately 100% by 2050 due to AI and reshoring. — This identifies a systemic macro shift benefiting utility and electrical grid infrastructure companies.
+0.50Continue reading
6 related stories
Top 3 movers · tap to explore
Vertiv (VRT) and EMCOR Group (EME) are projected to post double-digit earnings growth in 2026 and 2027. — Specific positive earnings outlooks for these infrastructure stocks suggest potential upside for the individual tickers.
+0.40Which stocks this story touches
Identified as a best-in-class AI-boosted infrastructure stock with a Zacks Rank #2 (Buy) rating and projected double-digit earnings growth.
Identified as a best-in-class AI-boosted infrastructure stock with a Zacks Rank #2 (Buy) rating and projected double-digit earnings growth.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Seeking Alpha
1h ago
