Wall Street’s significant bull run in recent years, primarily fueled by the rapid growth of artificial intelligence (AI), has seen technology stocks soar by 300-400%. However, in 2026, concerns about AI trade sustainability and geopolitical conflicts in the Middle East led to downturns for the sector, alongside a surge in crude oil prices that may affect inflation and interest rate policies by the Federal Reserve.
Despite these challenges, several AI infrastructure stocks have shown promising increases in the past month. Notable performers include Vertiv Holdings Co. (VRT), HubSpot Inc. (HUBS), Dell Technologies Inc. (DELL), Keysight Technologies Inc. (KEYS), and Cognex Corp. (CGNX), all of which have a Zacks Rank indicating strong potential for growth. For instance, Dell Technologies reported $34.1 billion in AI server orders, while HubSpot is benefiting from multi-hub adoption and AI integration.
Each of these companies is expected to post significant growth rates: Vertiv Holdings at 33.8% revenue growth, Dell Technologies at 24.2%, Keysight Technologies at 22.8%, HubSpot at 17.9%, and Cognex at 7.9%, based on the latest Zacks Consensus Estimates.
