Why Infrastructure Is Back at the Center of AI Growth

Energy, capacity, and physical constraints are no longer background details – they’re shaping which companies can grow and which cannot.

That shift helps explain why investors like Kevin O’Leary focused on this play.

This company secured foundations years ago, before demand was obvious.

Discover the company positioned here:

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Just For You

Insiders Piled Into These 3 Stocks in Q4—One Stands Out

Author: Thomas Hughes. First Published: 2/17/2026. 

Key Points

• Insider purchases accelerated in late 2025 across three names, with directors and executives adding exposure.
• One pick pairs heavy insider ownership with a tightly held float, which could amplify moves if commercialization ramps.
• The group includes a high-yield turnaround story, a steady med-tech compounder, and a speculative efficiency play.
• Special Report: [Sponsorship-Ad-2-Format3]

Insider buying was hot in Q4 2025, with money flowing into several underappreciated names. The question, as always, is whether these buys signal genuine value investors should own or whether executives are simply supporting their stock prices. In this case, insiders highlight value and opportunity in three stocks — and one stands out. Its technology is simple, effective and in demand, making it a potential disruptive force in a rapidly growing industry.

Alight: Insiders Accumulating a Tightly Held Stock

Alight (NYSE: ALIT) is a cloud-based employee engagement platform. Its services help employers and employees connect after hiring is complete, providing scheduling, time-off requests, financial services and benefits administration. Insiders, including several directors, have been buying the stock, with activity ramping through 2025 and peaking in Q4. The insider group owns about 2% of the shares — not a large stake, but meaningful given the buying activity and heavy institutional ownership. Institutions own virtually the rest of the float and have been accumulating as well, absorbing available shares.

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Short interest has weighed on the share price. While institutions are buying, their purchases haven’t been aggressive enough to fully offset short sales. Short interest is down from its peaks but remains elevated, near 7%, which puts pressure on the market. Headwinds include tepid, erratic growth and relatively high debt. Offsetting factors include steady profitability and a dividend that yielded about 12% annualized in early 2026. This small-cap stock carries risks, but the dividend appears sustainable — the EPS outlook forecasts roughly a 28% payout ratio in 2026 with improvement in subsequent years.

Price action is choppy but hints at growing potential for a rebound. Despite declining prices, volume has been increasing and indicators such as the MACD suggest bulls may be regaining control. Trading near $1.30, the stock sits below analysts’ lowest target, implying a potential upside of roughly 200% relative to the consensus.

The Cooper Companies: Insiders Affirm a Modest Growth Outlook

The Cooper Companies (NASDAQ: COO) doesn’t pay dividends, choosing instead to reinvest in growth. The growth outlook is modest but includes steady improvements in revenue and earnings that can drive value for investors. A med-tech company, Cooper’s primary focuses are vision and women’s health, and insiders have been accumulating shares. Insiders, including the CEO and several directors, bought approximately $2.6 million in shares during Q4 2025, bringing their holdings to about 3% of outstanding shares.

Institutions and analysts are also constructive on the stock, indicating market accumulation. Institutions, which own about 24% of the shares, ramped up buying throughout 2025 and appear on track to set another high in Q1 2026. Analysts rate the stock as a Moderate Buy, and price-target trends suggest at least a 12% upside. That upside would put the stock near a long-term high and above key moving averages, where it may continue to advance.

AirJoule: A Technology Data Centers (and Other Industries) Will Want to Own

AirJoule Technologies (NASDAQ: AIRJ) is a straightforward business that makes industrial-grade dehumidifiers. Its advanced designs are 75% to 90% more efficient than traditional refrigerant-based systems, providing much-needed utility and far lower operating costs for multiple industries. While many sectors rely on humidity control, the data center industrystands out.

Data centers are proliferating, with top-tier, 1-gigawatt facilities representing multi-billion-dollar investments. Their components are highly sensitive to humidity: corrosion can cause catastrophic failures, and condensation or stray droplets can damage optical data transmission systems.

AirJoule insiders, including the CEO, CFO and several directors, bought heavily in Q4 2025. That activity is notable because insiders’ holdings are significant — roughly 40% — while institutions own about 60%, making the stock tightly held. Analysts, who aggregate to a consensus Moderate Buy, see more than 100% upside at the low end of target ranges and roughly 200% at consensus. Catalysts for those gains will likely come as commercialization and sales ramp later in the year.

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More Reading from MarketBeat.com

AEHR’s +25% Spike: Latest AI Hyperscaler Order Improves Outlook

Authored by Leo Miller. Date Posted: 2/16/2026. 

Key Points

• Aehr Test Systems just saw its shares post another big up-move, as the small company put out a promising new press release.
• The firm is now providing testing systems for not one, but two chips developed by a leading hyperscaler.
• While the company sees potential for orders to expand greatly, one key insider is selling the stock.
• Special Report: [Sponsorship-Ad-2-Format3]

Small-cap semiconductor stock Aehr Test Systems (NASDAQ: AEHR) just recorded a major development. On Feb. 11, AEHR jumped more than 26% after the company announced a significant order.

The press release revealed that Aehr secured an initial order for its Sonoma systems from a leading hyperscale customer — a meaningful step for the company as it seeks to grow Sonoma sales. Below, we break down the announcement and why it meaningfully improves Aehr’s outlook.

AEHR’s Sonoma System Receives Order for Next-Gen AI ASIC Testing

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Aehr’s Sonoma systems perform burn-in testing by subjecting semiconductor components to elevated voltages and temperatures. That lets customers using AI chips screen for defects and keep underperforming hardware out of data centers, while also validating long-term reliability.

Aehr said an existing customer placed an initial order to use Sonoma to test its next-generation application-specific integrated circuit (ASIC). ASICs are custom-designed chips — the kind companies such as Broadcom (NASDAQ: AVGO) develop or support for firms like Google parent Alphabet (NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META) — optimized for specific AI workloads.

Previously, Aehr had discussed this customer’s plans to introduce higher-powered AI ASICs and said it was developing modules to test those devices. But Aehr emphasized that “until now, Aehr had not officially been awarded the production burn-in business for this new device.” The company expects to deliver the systems tied to this order in the summer of 2026.

“Large Expansion” of Sonoma Orders Is On the Table

Aehr also provided details about the customer’s current-generation AI ASIC — the device being deployed, or soon to be deployed, in data centers. Production of that device is ramping, and the customer is forecasting a “very large expansion of Sonoma system purchases for that device in the second half of calendar 2026 and continuing into 2027.” Aehr expects orders for the current-generation device to arrive alongside orders for the next-generation device.

This language is stronger than in prior announcements, indicating that what was previously aspirational could be turning tangible. Importantly, the customer has already used Sonoma on its current-generation AI ASICs and appears confident enough in the platform to extend its use to next-generation hardware.

That evolution demonstrates confidence in Aehr’s technology and increases the likelihood the company can build a sustainable, long-term relationship with this hyperscaler.

Is Aehr’s Latest Insider Sale a Red Flag Amid Feb. 11 Spike?

Aehr did report an insider sale shortly after the announcement. On Feb. 13 — two days after the news and the stock jump — Rhea Posedel sold more than $420,000 worth of shares. Posedel is Aehr’s founder, former CEO and current chairman. The sale was not executed under a 10b5-1 plan, indicating it was discretionary.

The timing and the fact that a top stakeholder made the sale are worth noting, as they could signal some skepticism about the durability of the rally. On the other hand, the transaction represented only a small slice of Posedel’s holdings. After selling roughly 14,000 shares, Posedel still holds about 528,000 shares — only about 2.6% of his stake was sold — which suggests he retains confidence in Aehr’s longer-term prospects.

AEHR: A High-Volatility Play on the AI Boom

Aehr’s outlook appears to be improving. Sonoma machines address a clear need for hyperscalers and other large buyers that are investing heavily in AI processors and want to ensure the hardware they deploy is reliable. The momentum around Sonoma provides clearer visibility for AI-driven revenue and reduces uncertainty about Aehr’s growth prospects.

Still, the company faces meaningful risks. Aehr appears to rely heavily on a single hyperscale customer, and any deterioration in that relationship would be damaging. While the company has previously reported Sonoma orders from multiple customers, the large expansion it described has not yet been secured and could fail to materialize.

Aehr’s shares trade with significant volatility: notably, the stock fell nearly 18% on Feb. 12, the day after the spike, underscoring investor skepticism. With developments turning more encouraging, investors should conduct their own research and weigh the risks before taking a position in AEHR.

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