Scoopfeeds — Intelligent news, curated.
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
business

3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia

Yahoo Finance · Jun 26, 2026, 5:35 PM · Also reported by 3 other sources

Key takeaways

  • NVDA The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design.
  • The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays analyst Julian Mitchell, could positively impact three stocks he has buy recommendations on.
  • In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.

NVDA The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.

The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays analyst Julian Mitchell, could positively impact three stocks he has buy recommendations on. Here's a look at them.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

Article preview — originally published by Yahoo Finance. Full story at the source.
Read full story on Yahoo Finance → More top stories

Also covered by

Aggregated and edited by the Scoop newsroom. We surface news from Yahoo Finance alongside other reporting so you can compare coverage in one place. Editorial policy · Corrections · About Scoop