AI Infrastructure Stocks Retail Investors Are Studying As Fed Pressure Stays High

Simply Wall St.10:21

Sticky inflation, a firm jobs market, and a Federal Reserve that signals it may keep policy tight or even tighten further all put a spotlight on companies tied to AI infrastructure and data centers. ...

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Capital spending linked to AI could both support earnings potential and add fresh inflation pressure, so stock selection matters. This article looks at how those macro forces intersect with AI related demand, and highlights three stocks with positive exposure from our AI Infrastructure and Data...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"JPST":"JPMorgan Ultra-Short Income ETF","FAZ":"三倍做空金融ETF-Direxion","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","EDV":"美国延期国债ETF-Vanguard","BSV":"短期国债指数ETF-Vanguard","UUP":"美元ETF-PowerShares DB","QTOC":"Innovator Growth Accelerated Plus ETF - October","TIP":"通胀债券指数ETF-iShares Barclays","BOND":"Pimco Total Return ETF","AGG":"债券指数ETF-iShares Barclays综合国债","MINT":"PIMCO Enhanced Short Maturity Exchange-Traded Fund","SCHO":"嘉信短期美国国债ETF","WAMA":"WisdomTree U.S. Adaptive Moving Average Fund","DBND":"DoubleLine Opportunistic Bond ETF","TBT":"债券20+美国债指数ETF-ProShares两倍做空","SKRE":"TUTTLE CAPITAL DAILY 2X INVERSE REGIONAL BANKS ETF","TMF":"3倍做多20年期以上国债ETF-Direxion","MYCN":"SPDR SSGA My2034 Corporate Bond ETF","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","AIPO":"Defiance AI and Power Infrastructure ETF","GBIL":"Goldman Sachs Access Treasury 0-1 Year ETF","ISBC":"投资者银行","ARTY":"ISHARES FUTURE AI & TECH ETF","UDN":"做空美元指数-PowerShares","SHV":"美国短期国债ETF-iShares","ZROZ":"PIMCO 25+ Year Zero Coupon U.S","SHY":"债券指数ETF-iShares Barclays 1-3年国债","OOQB":"One+One Bitcoin and Ether ETF","VCIT":"美国中期公司债-Vanguard","NGHT":"Nicholas Bitcoin and Treasuries AfterDark ETF","LIAJ":"LifeX 2053 Inflation-Protected Longevity Income ETF","USHY":"iShares Broad USD High Yield Corporate Bond ETF","IEI":"iShares Barclays 3-7 Year Trea","UBT":"债券20+美国债-ProShares两倍做多","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","AGIX":"通用人工智能 ETF-AGIX","TBIL":"US Treasury 3 Month Bill ETF","VGLT":"美国长期国债ETF-Vanguard","HYG":"债券指数ETF-iShares iBoxx高收益公司债","KBE":"银行指数ETF-SPDR KBW","TLH":"iShares安硕10-20年国债ETF","GOVT":"iShares安硕核心美国国债ETF","VTHR":"Vanguard Russell 3000 ETF"},"translate_title":"由于美联储压力居高不下，散户投资者正在研究人工智能基础设施股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TBIL":1.5,"US5Y.BOND":1.5,"DBND":1.5,"JPST":1.5,"BOXX":1.5,"GOVT":1.5,"US10Y.BOND":1.5,"TLH":1.5,"AGG":1.5,"USHY":1.5,"VCIT":1.5,"MINT":1.5,"AIPO":1.5,"TBT":1.5,"GBIL":1.5,"HYG":1.5,"SCHO":1.5,"US7Y.BOND":1.5,"SKRE":1.5,"TIP":1.5,"US30Y.BOND":1.5,"FAZ":1.5,"AGIX":1.5,"LIAJ":1.5,"CHAT":1.5,"ISBC":1.5,"EDV":1.5,"UUP":1.5,"KBE":1.5,"QTOC":1.5,"TMF":1.5,"BSV":1.5,"US6M.BOND":1.5,"IEI":1.5,"NGHT":1.5,"ARTY":1.5,"UDN":1.5,"VGLT":1.5,"US12M.BOND":1.5,"US3Y.BOND":1.5,"VTHR":1.5,"SHY":1.5,"TLTW":1.5,"WAMA":1.5,"BOND":1.5,"SHV":1.5,"OOQB":1.5,"ZROZ":1.5,"UBT":1.5,"MYCN":1.5},"content_text":"Sticky inflation, a firm jobs market, and a Federal Reserve that signals it may keep policy tight or even tighten further all put a spotlight on companies tied to AI infrastructure and data centers. Capital spending linked to AI could both support earnings potential and add fresh inflation pressure, so stock selection matters. This article looks at how those macro forces intersect with AI related demand, and highlights three stocks with positive exposure from our AI Infrastructure and Data Center Stocks screener that investors may want to study more closely before deciding whether to lean in or stay cautious. AdvertisementFormFactor (FORM) Overview: FormFactor is a semiconductor test specialist that supplies probe cards, test systems, and cryogenic and thermal equipment used to check the performance of advanced chips powering AI hardware, data centers, and other high performance electronics. Its products sit at a critical stage of the chip manufacturing process, helping customers validate complex devices from GPUs and HBM memory to image sensors and quantum processors. Operations: FormFactor generates about US$699.6 million of revenue from Probe Cards and US$140.1 million from Systems, with sales spread across Asia, the United States, and Europe and particularly concentrated in South Korea (US$275.1 million) and Taiwan (US$228.2 million). Market Cap: US$8.35b FormFactor sits at the intersection of AI and semiconductor manufacturing, supplying the probe cards and test gear that chipmakers rely on for HBM DRAM, GPUs, and advanced packaging while AI capital spending remains a key macro focus. The company is focusing on AI related test complexity, including co packaged optics and chiplet architectures. It also faces trade offs such as high P/E expectations, an earnings history that has not been smooth, and balance sheet funding that leans on external borrowing. Management is investing in capacity and R&D for AI centric products. Earnings forecasts currently suggest a growth profile that differs from the broader market. Investors who can tolerate volatility may find FormFactor worth a closer look in the context of persistent inflation, a firm jobs market, and sticky Fed policy. FormFactor sits at the heart of AI chip testing, yet its high P/E expectations and uneven earnings record leave big questions about the risk return trade off. Get the 2 key rewards and 3 important warning signs NasdaqGS:FORM Earnings & Revenue Growth as at Jul 2026 Codan (ASX:CDA) Overview: Codan (ASX:CDA) builds communications gear and metal detectors used by governments, defense forces, emergency services, corporates, and small scale miners worldwide, supplying secure radios, networking systems, and handheld detectors for gold prospecting, demining, and military applications. Operations: Codan generates A$448.3 million of revenue from Communications and A$307.8 million from Metal Detection, with only A$6.1 million classified as Other, and sells into markets including the United States of America, the United Arab Emirates, and other international regions. Market Cap: A$7.59b Codan stands out in the AI infrastructure theme because its secure communications platforms and mesh networking solutions are directly tied to defense, public safety, and data rich environments where reliable connectivity is critical. At the same time, AI related capital spending and inflation pressures are keeping the Federal Reserve on edge. Earnings momentum has been strong, with recent growth of 43.9% and returns on equity above 20%, yet the stock trades on a high P/E and analysts see a fair value that is close to the current price, so expectations are demanding. Heavy exposure to gold detection and competitive communications markets adds execution risk, which makes the balance between potential growth and valuation an important consideration for Codan. Codan’s mix of 43.9% earnings growth and a high P/E suggests something unusual is priced in, but not fully understood yet. Get the analyst forecasts for Codan to see what expectations might be missing. ASX:CDA P/E Ratio as at Jul 2026 PDF Solutions (PDFS) Overview: PDF Solutions provides software, data platforms, and hardware tools that help chip manufacturers and electronics companies monitor production, improve yields, and connect factory equipment so they can run more efficient, data driven manufacturing for AI and data center hardware. Operations: PDF Solutions generates US$231.4 million of revenue from Software & Programming, with about US$111.0 million from the United States, US$36.2 million from Japan, US$34.4 million from China, and US$49.7 million from the rest of the world. Market Cap: US$2.17b PDF Solutions is positioned in the AI build out, supplying analytics and connectivity software that help data hungry fabs and electronics manufacturers seek to extract more output from every tool at a time when persistent inflation and tight Fed policy keep cost control in focus. Earnings have recently swung to profit, revenue was US$60.13 million in Q1 2026, and forecast earnings growth is described as strong, yet current net margins are still modest and all liabilities are funded by higher risk external borrowing. The company also has concentrated semiconductor customers, exposure to China, and a recent US$201.0 million equity raise, combining AI related demand drivers with financial and execution risks that investors may wish to evaluate carefully. PDF Solutions sits where AI build out, fresh profitability, and a recent US$201.0 million equity raise intersect; yet the real story is how these pieces fit together across customers, margins, and funding, which is why the analysis report for PDF Solutions stops short of a simple bull or bear label NasdaqGS:PDFS Earnings & Revenue History as at Jul 2026 The three stocks covered here are just a starting point, and the full AI Infrastructure and Data Center Stocks screener surfaces 34 more companies with similarly compelling AI infrastructure and data center narratives that you have not seen yet. Use Simply Wall St to identify, filter, and analyze the exact catalysts, financial health markers, and business narratives that matter most so you can focus on the highest conviction ideas in this theme. Take Control of Your Investment Journey  If FormFactor 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 Fresh stock ideas can move from quiet to crowded quickly, as momentum builds and prices start flying. Spot under the radar picks while it matters and get in early.  Spot cash rich companies that are not stretched on debt and see which ones make the cut in our curated list of solid balance sheet and fundamentals (47 results). Track powerful cash generators returning capital through sizeable payouts by scanning a hand picked pool of 8 dividend fortresses before income hunters pile in. Zero in on resilient businesses that historically held up when others dropped and review a carefully filtered set of 84 resilient stocks with low risk scores for your watchlist.   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: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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