Big tech plans to spend nearly $700 billion on artificial intelligence (AI) infrastructure this year. When Nvidia reports Q4 earnings, smart investors will listen closely to where management sees hyperscaler budgets flowing.
Source: https://www.fool.com/investing/2026/02/24/predict-artificial…
The Gabelli Multimedia Trust Inc. (GGT) preferreds (GGT.PR.E, GGT.PR.G) offer over 6% current yield and trade below par. Both preferreds carry an A3 Moody’s rating, low leverage (32%), and strong asset coverage under the 1940 Act.
Palantir Technologies is currently worth $360 billion, but Shopify and AppLovin could top that figure within five years. Shopify has added AI features to its platform and integrated merchants’ product catalogs into major AI applications like ChatGPT.
Arm Holdings has a massive opportunity ahead of it with its new data center CPUs. AMD is poised to see strong data center CPU growth thanks to the rise of agentic AI.
