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That pushes investors toward assets that do not rely on cheap money and instead depend on essential physical capacity that AI cannot run without. AI infrastructure stocks sit directly in that path. This article highlights 3 companies from the AI Infrastructure Stocks screener that turn real world demand into actual cash flow potential.\nThe stocks covered in this article are just a starting sample, and the full...","market":"us","thumbnail":"https://images.simplywall.st/asset/company-cover/314057-main-header/1585186861517","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/314057-main-header/1585186861517"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-wdc/western-digital/news/dell-stock-and-2-ai-infrastructure-picks-retail-investors-ar","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-wdc/western-digital/news/dell-stock-and-2-ai-infrastructure-picks-retail-investors-ar","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0052756011.USD","BK4535","LU0081259029.USD","LU0240877869.USD","LU1235294995.USD","LU1069347547.HKD","QQQG","DLLL","LU0128525689.USD","LU0267386448.USD","LU0496365809.HKD","BK4170","BK4588","LU0240878834.USD","LU0006061336.USD","LU0476273544.USD","LU0345770993.USD","LU0976567544.SGD","LU1823568750.SGD","LU2065169927.USD","LU1267930227.SGD","FDTX","BK4543","LU0957808578.USD","BK4515","COWG","CNAV","FCUS","LU0154236417.USD","LU2065171402.SGD","LU0444973449.USD","PTF","LU0345770308.USD","LU0444971666.USD","CNEQ","LU0162691827.USD","WDCX","AIPO","GB00BDT5M118.USD","BK4512","BK4585","WDC","LU2065171311.SGD","LU0211326839.USD","LU1035773651.USD","LU0072461881.USD","LU0211326755.USD","LU0310800965.SGD","FXL","LU1642822529.SGD","LU1046421795.USD","LU1815336760.USD","LU2065170008.USD","CGGO","DELL","WLDR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660480419","title":"Sector Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2660480419","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660480419?lang=en_us&edition=fundamental","pubTime":"2026-08-17 20:57","pubTimestamp":1786971440,"startTime":"0","endTime":"0","summary":"Technology stocks were advancing premarket Monday, with the State Street Technology Select Sector SPDR Fund  up 0.3% and the State Street SPDR S&P Semiconductor ETF  1.4% higher.Situational Awareness increased its stakes in technology companies Micron Technology  and Sandisk  in Q2, according to regulatory filings published Friday. 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Renewed momentum for the memory-chip trade might be boosted by the Trump administration's rejection of Chinese hardware.Micron shares were up 3.5% at $1,","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4543","LU0082616367.USD","MULL","LU0820562030.AUD","BK4575","LU2357305700.SGD","BK4533","LU1145028129.USD","LU1861220033.SGD","SMU00main","IE0009356076.USD","IE00B1XK9C88.USD","LU1316542783.SGD","LU1803068979.SGD","EMSF","LU0127658192.USD","LU2168564149.EUR","LU1720051108.HKD","LU1674673428.USD","LU0672654240.SGD","IE00BK4W5L77.USD","SGXZ81514606.USD","LU1868837136.USD","LU0203347892.USD","AIQ","LU0792757196.USD","LU1551013342.USD","LU0157215616.USD","LU2213496289.HKD","LU0274383776.USD","SG9999001424.SGD","BOBP","LU2471134952.CNY","LU0859254822.USD","IE00B7SZLL34.SGD","IETC","LU0203345920.USD","XLK","LU0256863811.USD","LU2048586759.USD","XNTK","SGXZ51526630.SGD","PTF","LU1914381329.SGD","BK4512","LU2756315664.SGD","IE00BKDWB100.SGD","IE00BK4W5M84.HKD","LEGR","LU0096364046.USD","LU1548497426.USD","VGT","IE00BSNM7G36.USD","LU2896262040.SGD","LU2168564222.USD","LU1366333091.USD","LU0061475181.USD","BK4579","LU2102340556.USD","LU0154236417.USD","TTXU","BK4585","LU0081259029.USD","IXN","LU1778281490.HKD","SOXQ","AIS","MUYY","FXL","LU0683600562.USD","CHPS","LU2089985449.USD","LU2471134796.USD","EGGY","LU2458330169.SGD","LU0889566641.SGD","AIFD","LU0320765059.SGD","IE0002270589.USD","BK4527","LU2290526834.HKD","SGXZ99366536.SGD","MUZ","LU2458330243.SGD","IE000M9KFDE8.USD","MIC","BAI","LU0133085943.USD","IE00B19Z3B42.SGD","LU0210536198.USD","LU0256863902.USD","LU1280957306.USD","LU1852331112.SGD","LU0689472784.USD","LU1720051017.SGD","LU0238689110.USD","FTEC","USXF","LU2357627491.SGD","LU2250418816.HKD","LU0708995401.HKD","LU0943347566.SGD","BK4141","FTXL","HBMX","EFIV","LU2054465674.USD","LU1868836757.USD","LU2360107168.USD","LU0109392836.USD","LU2543165471.USD","LU1267930730.SGD","LU0642271901.SGD","WUGI","CHPX","IE00B5949003.HKD","SMH","TRFK","CGGO","LU2750360997.AUD","LU0889565833.HKD","LU2403377893.USD","LU2023250330.USD","LU0820561909.HKD","LU2168563687.JPY","LU2471134879.HKD","LU2756315318.SGD","FAI","WLDR","LU2471134523.USD","LU1674673691.USD","JGRO","BK4566","BK4554","LU2931357623.SGD","IE00B19Z3581.USD","LU1989764748.USD","BK4532","LU1989764664.SGD","LU2211815571.USD","GB00BDT5M118.USD","SOXX","LU0640476718.USD","LU1267930813.SGD","MUD","LU2168564495.EUR","LU1323610961.USD","LU2168564065.EUR","MU","PSI","LU0719512351.SGD","DRMY","IE00BJLML261.HKD","LU0109391861.USD","FDTX","CHAT","LU0323591593.USD","SHOC","BK4605","LU1861215975.USD","ARTY","LU0787776722.HKD","LU2750360641.GBP","RULE","MUU","IE00BWXC8680.SGD","LU0417517546.SGD","LU2286300806.USD","LU1868836591.USD","BK4553","BK4588","LU1551013425.SGD","DISK","LU0056508442.USD","LU2360106780.USD","LU1868836914.USD","LU0964807845.USD","LU0820561818.USD","LU1868837300.USD","IE0034235303.USD","LU1629891620.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660269481","title":"Intel, Oracle, Marvell, Alibaba, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2660269481","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660269481?lang=en_us&edition=fundamental","pubTime":"2026-08-17 18:43","pubTimestamp":1786963380,"startTime":"0","endTime":"0","summary":"Futures were edging higher on Monday as investors loaded up on artificial-intelligence stocks to kick off what could be a quiet week for the market.Micron climbed 3.4% ahead of the opening bell after Commerce Secretary Howard Lutnick told The Wall Street Journal that the Trump administration doesn't want Apple to buy memory chips from China.Other memory stocks were also catching a bid. Flash memory manufacturer Sandisk rose 4.9% and storage providers Seagate and Western Digital added 2.6% and 3.7%, respectively.Chip makers Advanced Micro Devices, Intel, and Marvell, glassmaker Corning, and optical infrastructure providers Coherent and Lumentum were among the other AI stocks rising in premarket trading.Software stocks were falling, as they often do when the market is buying up chips and memory. Oracle declined 1.3%, ServiceNow slipped 1.4%, Trade Desk dipped 2.3%, and Workday dropped 2.8%.Alibaba climbed 0.9% after the Chinese online retailer reached an agreement to sell its videogame 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Buzz: Wallstreetbets Stocks Mostly Higher Premarket Monday; Sandisk, Micron to Advance","url":"https://stock-news.laohu8.com/highlight/detail?id=2660819224","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660819224?lang=en_us&edition=fundamental","pubTime":"2026-08-17 18:34","pubTimestamp":1786962843,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours before Monday's opening bell.Sandisk (SNDK) was 5% higher premarket, following a 7.4% rise at Friday's 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Dubbed 'AI Stock God' Had 56% of His Funds in These Two Stocks Before it Blew Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2660486511","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660486511?lang=en_us&edition=fundamental","pubTime":"2026-08-17 17:22","pubTimestamp":1786958520,"startTime":"0","endTime":"0","summary":"Lack of Situational Awareness as Leopold Aschenbrenner's fund bet the house on Micron and Sandisk before a pullbackOnce dubbed the \"AI Stock God,\" Leopold Aschenbrenner's star has fallen since the 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