AI Infrastructure Stocks: Sanmina & Dycom

Ryan Kelley, chief investment officer at Hennessy Funds, shares his top mid-cap stock picks: Sanmina Corporation and Dycom Industries. Both are AI picks-and-shovels plays, providing essential infrastructure for the AI sector. Kelley believes these companies will benefit from the ongoing data center investments by large tech companies, despite the uncertain long-term impact of AI. Sanmina, with a cheap valuation post-acquisition, and Dycom Industries, specializing in fiber optic networks, have seen strong growth and are compelling choices for investors.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.