By Joey Frenette
Publication Date: 2026-03-17 16:26:00
Michael Vi / iStock Editorial via Getty Images
(Michael Vi / iStock Editorial via Getty Images)
Quick Read
-
Nvidia (NVDA) announced $1 trillion in Vera Rubin and Blackwell orders through 2027, yet the stock response was muted at just 1% higher, signaling potential valuation compression in AI plays. Broadcom (AVGO) and ASML (ASML) offer complementary “picks and shovels” exposure.
-
Broadcom and ASML represent underestimated plays in the AI infrastructure buildout.
-
A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here.
The AI arms race still seems to be in play as the great AI data center buildout moves ahead, while demand for AI “compute” remains off the charts. With Nvidia (NASDAQ:NVDA) top boss Jensen Huang taking to the stage for the annual GTC conference, there’s sure to be a lot of action in the AI scene, especially after a fairly turbulent start to the year for many of the names that are…
