3 US Growth Stocks Riding The AI Infrastructure Buildout

Simply Wall St.07-15 22:31

US growth stocks are back in focus after softer US inflation data eased pressure on interest rates, energy costs steadied and fresh signals emerged from the semiconductor and AI space. For investors ...

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For investors ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/3-us-growth-stocks-riding-the-ai-infrastructure-buildout\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 US Growth Stocks Riding The AI Infrastructure Buildout</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 US Growth Stocks Riding The AI Infrastructure Buildout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-15 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/3-us-growth-stocks-riding-the-ai-infrastructure-buildout><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US growth stocks are back in focus after softer US inflation data eased pressure on interest rates, energy costs steadied and fresh signals emerged from the semiconductor and AI space. For investors ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/3-us-growth-stocks-riding-the-ai-infrastructure-buildout\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AIBU","symbol_name":"Direxion Daily AI and Big Data Bull 2X Shares","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/3-us-growth-stocks-riding-the-ai-infrastructure-buildout","article_id":"2651096464","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8132000-choice1-main-header/1585186905387"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/3-us-growth-stocks-riding-the-ai-infrastructure-buildout","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2651096464","pubTimestamp":1784125889,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"US growth stocks are back in focus after softer US inflation data eased pressure on interest rates, energy costs steadied and fresh signals emerged from the semiconductor and AI space. For investors trying to sort potential opportunities from risks, this mix of macro news and sector stories can matter as much as any single earnings print. This article walks through 3 US growth stocks from our screener that are exposed to these catalysts, explaining how each could be helped or hurt by the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"AIBU":"Direxion Daily AI and Big Data Bull 2X Shares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","ARTY":"ISHARES FUTURE AI & TECH ETF","DARP":"GRIZZLE GROWTH ETF","VOTE":"TCW Transform 500 ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BERZ":"MicroSectors FANG & Innovation -3X Inverse Leveraged ETN","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","VGT":"信息技术ETF-Vanguard","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","JBL":"捷普科技","APHU":"T-REX 2X Long APH Daily Target ETF","BK4588":"碎股","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","AGIX":"通用人工智能 ETF-AGIX","APH":"安诺电子","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","VTHR":"Vanguard Russell 3000 ETF","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","DECU":"AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BGHQF417.EUR":"GUINNESS SUSTAINABLE ENERGY \"C\" (EUR) ACC","BK4023":"应用软件","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4148":"电子元件","PGY":"Pagaya Technologies Ltd.","WLDR":"Affinity World Leaders Equity ETF","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","BK4512":"苹果概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","APH.AU":"Australian Primary Hemp","MADE":"iShares U.S. Manufacturing ETF","LU1861217088.USD":"贝莱德金融科技A2","QTOC":"Innovator Growth Accelerated Plus ETF - October","HVAC":"Advisorshares Hvac And Industrials ETF","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","PGY.AU":"PILOT ENERGY LTD","AIPO":"Defiance AI and Power Infrastructure ETF"},"translate_title":"3只美国成长型股票受益于人工智能基础设施建设","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APH.AU":1,"VTHR":1.5,"DARP":0.63,"APHU":0.6,"MADE":0.6,"AGIX":1.5,"JBL":1,"VOTE":0.63,"QTOC":1.5,"PGY":1,"DECU":0.63,"VGT":0.78,"WLDR":0.6,"APH":1,"ARTY":1.5,"BERZ":0.81,"HVAC":0.6,"AIPO":1.5,"AIBU":0.63,"CHAT":1.5,"PGY.AU":1},"content_text":"US growth stocks are back in focus after softer US inflation data eased pressure on interest rates, energy costs steadied and fresh signals emerged from the semiconductor and AI space. For investors trying to sort potential opportunities from risks, this mix of macro news and sector stories can matter as much as any single earnings print. This article walks through 3 US growth stocks from our screener that are exposed to these catalysts, explaining how each could be helped or hurt by the latest moves in inflation, oil, chip demand and AI sentiment so you can judge whether they still fit your approach. AdvertisementJabil (JBL) Overview: Jabil is a global manufacturing partner that designs and builds complex electronic hardware, software and assembled systems for sectors such as cloud data centers, healthcare, automotive, industrial equipment and connected consumer devices. Operations: Jabil generates US$12.4b from Regulated Industries, US$15.8b from Intelligent Infrastructure and US$5.4b from Connected Living and Digital Commerce, giving it broad exposure to customers in industrial, healthcare, automotive and AI related infrastructure markets. Market Cap: US$33.7b Jabil stands out in the US Growth Stocks screener because it sits at the heart of AI and data center build outs, supplying hardware and manufacturing know how to big cloud, networking and industrial customers at a time when weaker US inflation and solid semiconductor news have lifted sentiment toward growth and tech. Analysts highlight strong recent earnings momentum and a sizeable forecast step up in AI related revenue, while the stock still screens as trading below some estimates of fair value. Offsetting this, Jabil carries high leverage, faces softness in areas like renewables and EVs and has seen insider selling. Investors who want to lean into the AI infrastructure story need to weigh those financial and end market risks carefully. Jabil’s AI fueled pipeline and recent earnings strength have investors excited, but the real question is how that story lines up against its valuation and leverage profile. Get the full picture in the analysis report for Jabil NYSE:JBL Earnings & Revenue Growth as at Jul 2026 Pagaya Technologies (PGY) Overview: Pagaya Technologies is a fintech platform that uses proprietary AI models and a large data network to help banks, fintechs and other lenders make credit decisions, approve more applicants and fund loans that might otherwise be rejected. Operations: Pagaya generates about US$1.3b in revenue from Software & Programming services tied to its AI underwriting and credit decisioning platform. Market Cap: US$1.5b Pagaya Technologies is drawing attention because it sits at the crossroads of AI and consumer credit, and is highly sensitive to interest rate expectations that have just turned more favorable after softer US inflation data. The company has been rolling out products like FastPass and its Affiliate Optimizer Engine, adding partners such as Experian, Sezzle and Upgrade while using asset-backed securities issuance to fund loan flow. At the same time, investors need to weigh funding risk, a recent large one off loss of US$143.4m and reliance on external capital. The key question is how this mix of AI driven growth potential and balance sheet complexity compares with Pagaya’s current valuation and improving sentiment around high growth US tech. Pagaya Technologies’ accelerating AI credit engine and US$1.3b revenue base are only half the story; the real twist is how its funding model and recent US$143.4m loss fit together in the analysis report for Pagaya Technologies NasdaqCM:PGY Earnings & Revenue Growth as at Jul 2026 Amphenol (APH) Overview: Amphenol is a global supplier of connectors, cables, sensors and related components that sit inside data centers, vehicles, aircraft, industrial equipment and mobile devices, helping move power and data reliably between critical electronic systems. Operations: Amphenol generates about US$14.3b from Communications Solutions, US$6.4b from Harsh Environment Solutions and US$5.5b from Interconnect and Sensor Systems, with intersegment eliminations of US$311.1m. Market Cap: US$191.9b Amphenol is attracting attention because it sells the high speed connectors, power systems and cables that underpin AI data centers and advanced electronics. This comes at a time when lower rate expectations are supporting growth stocks, and ASML’s strong revenue has improved sentiment around chip related hardware. Management reports very strong demand from AI focused IT datacom customers and is using acquisitions such as CommScope’s Connectivity and Cable Solutions unit to widen its reach. Earnings growth, high margins and a broad customer base across autos, defense and industrials appeal to investors looking for durable cash flows. The flip side is a premium P/E, meaningful debt and heavy exposure to technology capex cycles, which could be a risk if AI orders or corporate budgets slow. Amphenol’s AI fueled connector demand, acquisitions, and broad US$26.9b revenue base hint at a bigger story that many growth investors may be glossing over, but the real twist sits inside the analyst forecasts for Amphenol NYSE:APH Earnings & Revenue Growth as at Jul 2026 The three US growth stocks in this article are just a starting point, as the full US Growth Stocks screener surfaces 30 more companies with equally compelling growth narratives and risk profiles. Use Simply Wall St to identify and analyze the specific catalysts, sectors, and valuation setups that matter to you so you can focus on the highest conviction ideas from that broader list. Take Control of Your Investment Journey  If Pagaya Technologies or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Alternatives Before Momentum Flies Past? Fresh breakout stories get spotted early, then momentum builds and prices move before the crowd catches on. Scan these under the radar ideas while it matters.  Catch cash generative compounders early by scanning the curated 44 high quality undervalued stocks before momentum traders notice the gap between quality, balance sheets and current pricing. Review the AI infrastructure landscape with a focused group of 52 AI infrastructure stocks that are exposed to trends in data demand, power needs and expanding compute capacity. Consider the evolving energy capacity race using hand picked 34 power grid technology and infrastructure stocks involved in upgrading aging networks, integrating renewables and supporting higher electricity loads.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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