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Stock Leads 3 AI Infrastructure Picks Retail Investors Are Watching","url":"https://stock-news.laohu8.com/highlight/detail?id=2662706957","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662706957?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:36","pubTimestamp":1787823370,"startTime":"0","endTime":"0","summary":"US non defense capital goods orders recently beat expectations, with commentary pointing to continued business investment demand in AI related sectors. That hints at real money flowing into the infrastructure behind tools like ChatGPT. Investors looking at the AI Stocks screener are effectively fishing where capital is already being deployed. This article walks through 3 stocks from the screener that show how different parts of the AI chain are being built.\nThe three stocks in focus below 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Multi year total shareholder returns have also declined heavily as 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The software group reported earnings after market close, posting higher second-quarter profit. Like other software stocks, Salesforce shares have fallen sharply this year over fears that AI would eat into the sector's market. Top talent returning includes former head of Agentforce Sales Kaylin Voss and former Chief Customer Officer Peter Doolan. The re-hires should help Salesforce \"make a bigger push selling its own AI solutions,\" as well as products from companies it recently acquired, Gallo writes. 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