AI stocks: value pockets found
An investment write‑up flagged three undervalued, profitable AI‑exposed stocks as still flying under the radar — a reminder that AI capex is creating pockets of durable enterprise demand amid market noise. Hedge and capital‑allocation teams tracking AI winners will want to separate platform plays from cyclical spend names. (fool.com)
Motley Fool named Digital Realty Trust (DLR), Equinix (EQIX), and Prologis (PLD) as the three specific, profitable AI‑exposed picks in its March 21, 2026 roundup. (fool.com) The piece frames the three as beneficiaries of AI infrastructure because data centers and interconnection ecosystems are the physical homes for GPUs and systems that run large AI models. (fool.com) Market cap snapshot (March 2026): Equinix roughly $95–96 billion, Digital Realty about $59–63 billion, and Prologis in the $120–130 billion range. (stockanalysis.com) Income and payout context: Digital Realty yields near 2.7% per year, Equinix around 2.1%, and Prologis roughly 3.2%, positioning them as income‑generating infrastructure plays versus higher‑multiple chip and software names. (marketbeat.com) Macro demand drivers cited include NVIDIA projecting about $1 trillion in orders for its next‑gen Blackwell/Vera Rubin systems through 2027 and Amazon planning roughly $200 billion of capital expenditures in 2026 — both underpinning hyperscaler leasing for data centers. (bloomberg.com) Near‑term catalysts and watch‑items named or implied in coverage: hyperscaler lease momentum and FFO/occupancy trends, specific build‑to‑suit deals such as Prologis’ $1.6 billion U.S. JV with GIC, and Digital Realty’s recent Lisbon subsea hub expansion as examples of footprint growth that would drive durable revenue for these REITs. (marketwirenews.com)
