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This Month’s Featured Article

3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout

Authored by Bridget Bennett. Published: 2/20/2026. 

Key Points

• The AI buildout is shifting attention from mega-cap leaders to land, power, and resources that data centers physically require.
• Two REITs and one utility offer “picks and shovels” exposure to AI demand without needing to pick a winning chip or platform.
• The thesis centers on data center constraints—site availability, electricity access, and cooling resources—rather than hype cycles.
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The so-called “Mag 7” stocks may be cooling, but that doesn’t mean the artificial intelligence story is over. In a recent conversation with Marc Lichtenfeld of The Oxford Club, the focus shifted away from the biggest headline names and toward the less obvious businesses enabling the AI boom—particularly the “picks and shovels” behind the data center buildout.

Lichtenfeld noted that the recent softness in mega-cap tech isn’t surprising after huge multi-year runs, adding, “It’s really not a big surprise when you’ve had some of these stocks like Broadcom and Nvidia just go on these incredible runs over the last few years.” From there, the opportunity set moves to companies supplying what every AI buildout needs: land, power, and resources.

The “Picks and Shovels” Approach to AI Investing

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Instead of trying to pick the next dominant platform or chipmaker, Lichtenfeld looks for companies that can benefit regardless of who wins. His goal is to own the businesses that are “feeding” the ecosystem—those getting paid by hyperscalers and AI leaders for capacity, infrastructure, and essential inputs.

That framework highlights three names that sit in a different part of the AI supply chain than most investors consider.

Prologis and the Race to Control Data Center Land and Power

Prologis Inc. (NYSE: PLD) is a real estate investment trust best known for warehouses and industrial facilities, but Lichtenfeld argues it can become a major landlord for data centers.

Why? Data centers require both land and reliable power, and Prologis has both. Lichtenfeld pointed to the company’s ability to supply 5.7 gigawatts of power and to 15,000 acres in Texaspositioned for data center development. That matters because AI capacity constraints aren’t theoretical—hyperscalers are racing to build.

The company already showed momentum before the data center narrative fully emerged: revenue rose 7% in 2025. Prologis also offers an income angle, yielding around 3% and extending a long dividend-growth streak with another recent increase.

For investors seeking AI exposure with a real estate backbone, Prologis is a direct way to play the question of where all those servers will actually go.

Gladstone Land and the Unexpected Value of Water Rights in the AI Economy

Gladstone Land Corporation (NASDAQ: LAND)isn’t building data centers. It is a farmland REIT. That contrast is exactly why it’s interesting here.

Lichtenfeld’s thesis: the AI buildout can indirectly lift the value of certain rural land—especially where water access is scarce and strategically important. Data centers require significant water for cooling, and Gladstone owns 55,000 acre-feet of water rights, primarily across California and Arizona. He also noted property sales at large premiums as evidence the market is already repricing some of these assets. Meanwhile, the day-to-day business remains tied to agriculture cycles, and investors receive income while they wait: Gladstone yields roughly 5% and pays monthly.

It’s an unconventional “AI economy” idea—less about servers and more about the real-world constraints that determine where those servers can be built.

Black Hills and the Quiet Utility That Could Benefit From the Data Center Migration

Black Hills Corporation (NYSE: BKH) is an electric utility with natural gas exposure, and Lichtenfeld sees it in a favorable position as data centers expand into lower-cost regions.

States like Wyoming have become attractive for data centers due to land availability and lower electricity costs, and Black Hills operates in that region.

Lichtenfeld emphasized this isn’t a “triple overnight” kind of stock—it’s a utility—but the setup is one of steady, durable demand growth as new campuses come online.

The income component is meaningful: Black Hills yields about 3.8% and has raised its dividend every year since 1971, backed by a long corporate history and a culture that prioritizes consistency.

Asked when AI-related benefits might show up more clearly, Lichtenfeld said, “I think we’ll see it in 2026.” For investors seeking AI-linked exposure with a defensive profile, that timeline and business model may be precisely the point.

Why This Conversation Matters Now

The throughline from Lichtenfeld’s interview is that AI investing doesn’t have to rise or fall solely with the Mag 7’s next quarter. When mega-caps pause, markets often start rewarding the next layer of beneficiaries—the companies that provide what the trend physically requires.

Data centers don’t run on hype. They run on land, electricity, and resources. That’s why these three names—two REITs and a utility—represent the often-overlooked infrastructure side of AI.

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This Month’s Featured Article

Broadcom’s Blowout Quarter Just Made the Bears Look Foolish

Authored by Leo Miller. Published: 3/5/2026. 

Key Points

• After shares tanked following its December earnings report, Broadcom rebounded strongly in early March.
• The company’s AI semiconductor business more than doubled, and momentum is only increasing.
• Margin stability, clarity around Meta Platforms, and a big buyback authorization were among the positive developments in AVGO’s report.
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Chip giant Broadcom (NASDAQ: AVGO) popped 5% in after-hours trading after releasing its latest earnings report.

The company’s December 2025 report had left investors worried about the trajectory of AVGO’s gross margin.

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Not only did Broadcom deliver a strong quarter this time, but its outlook for that key metric also moved sharply in a positive direction.

After a December disappointment, Broadcom’s Q1 2026 results gave investors confidence across several key measures.

AVGO’s Q1 2026: Beats, Margin Stability, and Exploding AI Sales

Broadcom reported revenue of $19.3 billion, up 29.5% year over year. This slightly exceeded estimates of $19.1 billion, which implied roughly 28% growth. Adjusted earnings per share (EPS) rose 28.1% year over year to $2.05, beating estimates of $2.03 (26.9% growth).

Digging into margins, Broadcom’s gross margin came in at 77%, in line with the firm’s guidance that gross margin would be about 100 basis points below the 78% reported in fiscal Q4 2025. Given that concerns about margin deterioration were one of the biggest takeaways from Broadcom’s last report, this outcome was encouraging.

Further down the income statement, adjusted EBITDA margin was 68%, above the company’s guidance of 67%.

Broadcom’s artificial intelligence (AI) semiconductor business continued to scale rapidly, with sales jumping 106% to $8.4 billion — above Broadcom’s own estimate. Because AI semiconductor revenue has historically carried lower gross margins than the rest of the business, stronger-than-expected AI sales would normally pressure overall margins. The fact that margins held steady suggests Broadcom has taken steps to protect profitability in its AI division.

One weakness in the quarter was the infrastructure software segment, anchored by VMware. Sales there grew just 1% year over year, after rising 17%–25% over the prior three quarters.

Looking ahead to the next quarter, Broadcom expects revenue of $22 billion, implying 47% year-over-year growth. That comfortably beat estimates of $20.35 billion, which implied about 36% growth. Broadcom also projects adjusted EBITDA margin to hold at 68% and sees AI semiconductor revenue accelerating to $10.7 billion, up 140% year over year.

AVGO Pushes Back on META Worries, Reverses Course on Gross Margin

Broadcom also pushed back on reports that one of its key customers, Meta Platforms (NASDAQ: META), was pulling back from custom AI accelerator plans. CEO Hock Tan said, “Contrary to recent analyst reports, Meta’s custom accelerator MTIA roadmap is alive and well. We’re shipping now.” MTIA stands for Meta Training and Inference Accelerator, the custom chip series co-developed with Broadcom — a reassuring sign for investors about that hyperscaler relationship.

Broadcom also said it has added another customer for AI XPUs (its name for custom AI accelerators), bringing the total to six — up from three just one year ago. That underscores Broadcom’s ability to convert potential XPU customers into contracts.

The company clarified its gross margin outlook as well. After an analyst asked whether gross margin could fall 500 basis points, Tan dismissed the idea as “hallucinating.” Chief Financial Officer Kristen Spears added, “On further study, relative to even comments that I made last quarter, the impact relative to our overall mix is actually not going to be substantial at all. So I wouldn’t worry about it.”

The exchange is notable because in Q4 2025 Tan and Spears had warned that margins would deteriorate as AI became a larger part of the mix. They now appear to be backing away from that view, and the reason for the reversal is not yet clear.

AVGO: The AI Enabler Showing No Signs of Slowing Down

Companies can always aim to deliver bigger beats, stronger guidance, or more optimistic commentary, but Broadcom’s latest report was genuinely impressive.

The results and forward guidance were strong, Broadcom added another custom silicon buyer, and the company has effectively reversed its prior warnings about gross margin impact from AI growth. While the abrupt nature of that change is puzzling, what ultimately matters is whether upcoming results validate the new stance — and Broadcom is unlikely to flip its guidance without confidence, since doing so would risk future disappointment.

On top of the operational positives, Broadcom announced a $10 billion share buyback program. Given the stock’s softness despite robust business performance, management may view the current price as an attractive opportunity. Considering the many positives in this quarter’s report, that view appears reasonable.

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Today’s Featured Content: The Next Commodity Crunch (bigger than oil?) (From Awesomely, LLC)