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UBS Rates Five AI Hosting Stocks Buy

Tech

UBS Rates Five AI Hosting Stocks Buy

9 sourcesUpdated Sep 26, 2026

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AI data-center and industrial spending is creating opportunities across construction, power infrastructure, networking and equipment, though higher rates and tighter capital conditions may favor companies with durable demand and execution. One stock screen highlights Tutor Perini’s role in building data-center and utility infrastructure and Viavi Solutions’ network-testing and optical technology, while another touts Quanta Services, Keysight Technologies and Amphenol on the strength of AI-related demand and earnings expectations; Quanta reported a record $53.4 billion backlog in June 2026. UBS separately initiated Buy coverage on five former Bitcoin miners converting power assets into AI data-center capacity, citing scarce grid connections and roughly 4.8 gigawatts of leased capacity, with about 12 gigawatts more in development pipelines. The bank sees an average 36% potential share-price upside and strong future earnings growth, but the group’s shares have fallen sharply and carry risks including execution, tenant concentration and lease renewals.

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Finance

Buffer ETF Short Interest Swings Sharply in September

September short interest fell sharply in four ETFs: JULT, INT, GAUG and KJAN each saw declines of roughly 97% to 99.3%. FT Vest’s DOCT moved in the opposite direction, with short interest surging 812.8% to 31,190 shares.

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World

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Japan's Prime Minister Sanae Takaichi is meeting U.S. President Trump in New York ahead of Trump-Xi talks, aiming to coordinate China policy and safeguard Taiwan and other security interests. Tokyo worries a transactional deal at the Xi summit could trade away allies' security concerns, so it seeks to ensure Taiwan remains part of a broader Indo-Pacific security framework.

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7

Total sources9

Last updatedSep 26, 2026

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Left· 1 source

“3 AI Infrastructure Stocks to Watch as Data Center Spending Surges”

The Motley Fool · Sep 25, 2026

Center· 0 sources

No center coverage yet — a bubble gap.

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“Vertiv, Carrier, Trane, and More AI Industrial Stocks to Buy Now”

Barron's · Sep 25, 2026

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