AI Stocks to Watch as Data Center and Cybersecurity Demand Builds
AI Stocks to Watch as Data Center and Cybersecurity Demand Builds
Publish Date: 2026-07-05 04:39:00
Source Domain: simplywall.st
Using an unordered list, summarize the following article with between 4 and 8 key points. Artificial intelligence sits at the center of many market conversations right now, even as global data on inflation, growth and interest rates sends mixed signals. While services sectors in several economies show signs of resilience and manufacturing looks softer in others, companies tied directly to the ChatGPT and AI buildout, including chips, software, cloud and large language models, continue to attract attention. This article uses an AI stocks screener focused on that theme and highlights three stocks from the universe that fit the ChatGPT and AI transformation story, helping you quickly narrow a wide field into a more focused watchlist. Hut 8 (HUT) Overview: Hut 8 is an energy and digital infrastructure company that develops and runs large scale power and computing sites in the US and Canada, supporting energy intense workloads like Bitcoin mining, cloud services and AI computing. It combines power management, data centers and high performance hardware to offer customers colocation, hosting and specialized compute services. Operations: Hut 8 generates about US$252.3m from Compute, US$113.5m from Digital Infrastructure and US$45.6m from Power, with a segment adjustment of US$127.1m, and most revenue coming from the United States (US$254.6m) rather than Canada (US$29.7m). Market Cap: US$10.94b Hut 8 is attracting attention because it sits at the intersection of Bitcoin mining and the AI buildout, with long term energy contracts and large projects such as the 352 MW Beacon Point campus and River Bend. These projects provide multi year visibility on AI colocation demand. At the same time, the company carries risks, including reliance on Bitcoin pricing, capital intensive buildouts and a high valuation on current sales while still reporting losses. In addition, there are governance questions around large executive pay and insider selling. Taken together, these factors make Hut 8 a more complex story than a simple “AI winner,” which is why it may merit closer examination for investors following the ChatGPT and AI infrastructure theme. Hut 8’s huge AI and Bitcoin ambitions can look exciting, but the real story sits in how its projects, losses and valuation fit together in one place, so review the 1 key reward and 2 important warning signs NasdaqGS:HUT P/E Ratio as at Jul 2026 CrowdStrike Holdings (CRWD) Overview: CrowdStrike Holdings is a cybersecurity company that protects laptops, servers, cloud workloads, identities and data through its cloud based Falcon platform, sold as software subscriptions to businesses worldwide. It aims to give customers a single place to detect and respond to threats, including those tied to AI tools and generative AI workloads. Operations: CrowdStrike generates about US$5.1b from Security Software & Services, with most revenue coming from the United States (US$3.4b), followed by Europe, Middle East and Africa (US$841.6m), Asia Pacific (US$529.1m) and other regions (US$335.1m). Market Cap: US$197.5b CrowdStrike sits at the center of AI driven security, with its Falcon platform, Falcon Flex subscriptions and AI tools like Charlotte supporting demand for endpoint, cloud and identity protection as companies roll out more AI workloads. Analysts currently expect revenue and earnings expansion and see room for higher returns on equity over time. The stock trades on a rich valuation, with the price above some cash flow based estimates, heavy reliance on external funding and sizeable insider selling and executive pay that may concern some investors. Recent recognition in SIEM and cloud security, deep partnerships with AWS and other AI providers and the push into Next Gen SIEM and AI runtime protection help explain why expectations are high, but also why any stumble in execution or emerging products could matter. CrowdStrike’s AI security story is accelerating, but the rich pricing and heavy insider selling raise real questions about what is already priced in. Review the 2 key rewards and 1 important warning sign NasdaqGS:CRWD P/E Ratio as at Jul 2026 Teradyne (TER) Overview: Teradyne designs and sells automated test equipment for semiconductors and circuit boards, along with collaborative robots and autonomous mobile robots that help manufacturers and logistics customers handle complex production and inspection tasks. Operations: Teradyne generates about US$3.1b from Semiconductor Test, US$364.2m from Product Test and US$330.6m from Robotics. Market Cap: US$57.78b Teradyne sits in the hardware layer of the AI buildout, with test systems and robotics tied to AI accelerators, data center chips and factory automation. Analysts currently expect earnings and revenue growth ahead of the wider US market. At the same time, robotics revenue has been under pressure, and tariffs along with trade policy uncertainty are clouding visibility for key mobile, auto and industrial customers, so results may be uneven. High net margins, strong ROE and a large share buyback plan point to a confident management team, but the stock already trades at an elevated P/E, which leaves less room for disappointment if AI test demand or robotics adoption slows. Teradyne’s AI test and robotics story is accelerating, yet the elevated P/E suggests that investors may be missing a key piece. Get the full context in the analyst forecasts for Teradyne NasdaqGS:TER P/E Ratio as at Jul 2026 The three stocks in this article are just a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing 653 more companies tied directly to chips, software, cloud and large language models that share similarly compelling AI narratives. Use Simply Wall St to identify and analyze the specific catalysts and storylines that are most relevant to you so you can focus on the AI opportunities you find most compelling. Take Control of Your Investment Journey If CrowdStrike Holdings or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen.
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Seeking Fresh Alternatives Beyond AI? New opportunities can move from quiet to breakout fast, and the best entry points do not wait. Scan these fresh stock ideas before the crowd catches on and consider acting promptly if they fit your strategy. Target reliable income streams by reviewing a curated 7 dividend fortresses that may help balance growth stories like Hut 8, CrowdStrike and Teradyne with cash-generating payers. Spot potential early stage ideas by checking a focused 18 high quality undiscovered gems that surfaces businesses still flying under most investors’ radars. Prioritise durability in tougher conditions by assessing a filtered 74 resilient stocks with low risk scores that screens for companies with resilience front and center. This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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