3 Overlooked Stocks Riding the AI Data Center Boom

About this Video

• Video Title: 3 Overlooked Stocks Riding the AI Data Center Boom
• Channel: MarketBeat
• Speakers: Gabriel Loro Misili, Host (name not explicitly stated but implied)
• Duration: 00:15:14

Introduction

This MarketBeat video identifies three under-the-radar companies poised to benefit significantly from the surge in AI-driven data center construction. The hosts discuss these companies' potential for growth and explain why they are attractive investment opportunities despite not being major headlines.

Key Takeaways

• DuPont (DD): Provides essential materials (plastics, chemicals, concrete) for data center construction. Currently trading at a discount to its 52-week high, offering potential upside. Analysts predict a significant price increase.
• Martin Marietta Materials (MLM): Supplies initial construction materials, placing it in a prime position to benefit early in data center projects. Trading near its 52-week high, reflecting strong market sentiment. Significant institutional investment is present.
• Caterpillar (CAT): Provides the heavy machinery and equipment crucial for data center construction. While recent earnings weren't exceptional, future prospects are strong due to the massive scale of data center projects. Analysts predict substantial upside potential. Also benefits from increased investment in gold mining and lithium production.