AI Infrastructure Stocks Are Booming:

AI infrastructure stocks have outperformed the S&P 500 index (with equal weighting) with a +115% increase since December 2023, more than any other AI-related stock group.
This group includes semiconductor companies, data center operators, cloud service providers, networking equipment companies, and power companies, among many others.
Next is a +45% growth from mega-cap companies, including Microsoft ($MSFT), Alphabet $GOOGL, Amazon $AMZN and Meta $META.
AI productivity stocks, which track companies using AI to cut costs and improve efficiency rather than building technology, have outperformed by +10% in the same period.
Meanwhile, software stocks are the weakest group, lagging the average by -20%.
AI infrastructure stocks are driving this revolution.