2 AI Infrastructure Stocks to Buy on the Dip

Wall Street loves artificial intelligence (AI) infrastructure -- until something goes wrong. Then, suddenly, everyone remembers that building massive data centers requires construction schedules, vendor coordination, and capital allocation decisions that can stumble in the real world. The recent pullback in neocloud providers isn't about demand evaporating. It's about the market repricing execution risk.That creates opportunity. When a company with a multibillion-dollar backlog misses guidance by $200 million because a single vendor fails to meet a deadline, the stock often overreacts. When a hypergrowth platform raising capital to fund expansion gets dinged for dilution, impatient investors flee. Smart money waits for exactly these moments. Here's a look at two AI stocks where temporary setbacks are masking extraordinary long-term positioning.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool