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Editor, The Ferris Report
5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI
Written by Ryan Hasson. Article Posted: 3/31/2026.
Key Points
- These five stocks, NBIS, DOCN, GOOGL, CRWV, and ALAB, each play a distinct role in powering the next wave of Artificial Intelligence, from pure-play AI cloud providers to mega-cap compounders.
- Nebius and CoreWeave are building the GPU compute backbone of AI, with analysts forecasting 60% and 70% upside, respectively.
- Alphabet is the benchmark AI cloud compounder, with a massive cloud backlog and a forward P/E of just 20.3, with 47 of 51 analysts rating the stock a Buy.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The next wave of artificial intelligence (AI) isn't just about the models and agents — it's also about the infrastructure that powers them. As demand for AI compute, cloud services, and high-speed connectivity accelerates, a new class of companies is emerging as critical enablers of that growth. Some are pure-play AI cloud providers, others are semiconductor firms that boost data-center throughput, and one is among the world's most dominant technology and AI cloud operators. Each plays a distinct role in the AI buildout and is worth watching as the AI revolution continues to accelerate. Here are five AI cloud stocks that could power the next leg of the AI revolution.
Nebius Group: Pure-Play AI Cloud With Massive Upside
Nebius Group (NASDAQ: NBIS) is one of the most compelling pure-play AI cloud infrastructure names today. The company builds and operates an AI-centric cloud platform that offers compute infrastructure and solutions for demanding AI workloads. Beyond its core cloud offering, Nebius also operates Toloka AI, a generative AI data annotation and model-training platform, and has growing exposure to autonomous driving and EdTech through its Avride and TripleTen divisions.
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While attention stays fixed on dominant AI names, one low-priced stock is gaining quiet momentum - trading for pennies compared to industry leaders like Nvidia.
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Watch the video update and get the name and ticker nowThe most significant recent catalyst was NVIDIA's (NASDAQ: NVDA) announcement of a $2 billion strategic investment in Nebius — a strong endorsement of the company's infrastructure buildout and long-term positioning.
Under the partnership, Nebius plans to deploy more than 5 gigawatts of NVIDIA systems by 2030. That level of capacity commitment highlights the scale of the opportunity ahead.
Management has also reiterated its 2026 ARR target of $7 billion to $9 billion, with enterprise and AI-native customers continuing to outpace available supply.
Analysts hold a Moderate Buy consensus rating, with a price target of $157.09, implying roughly 60% upside from current levels. Institutional ownership is about 22% and has been rising steadily, reflecting growing confidence in the company's trajectory. For investors seeking a high-conviction pure-play on AI cloud infrastructure, NBIS remains one of the more interesting names in the space.
CoreWeave: The GPU Cloud Built for AI Scale
CoreWeave (NASDAQ: CRWV) is a specialized, GPU-accelerated cloud provider built for compute-intensive AI workloads. The company offers access to large fleets of modern GPUs, bare-metal servers, and managed infrastructure to support model training, scaled inference, and high-performance computing. It serves AI researchers, enterprise machine-learning teams, and media-and-entertainment customers across the U.S. and internationally, with a platform optimized for dense, high-throughput workloads that general-purpose clouds weren't designed to handle.
Revenue grew 110.4% year over year in its most recent quarter — a remarkable pace that underscores surging demand for specialized GPU compute. The stock is down slightly year to date but has fallen substantially from its 52-week high, trading more than 60% below the peak. That pullback places the shares near the low end of their 52-week range, which some investors may view as an entry opportunity given the company's growth profile.
Analysts are constructive, with a Moderate Buy consensus from 32 analysts and a consensus price target of $121.06, implying over 60% upside from current levels. CoreWeave is not yet profitable and carries a net loss, but its revenue growth, strategic GPU infrastructure, and broad analyst coverage make it a name that serious AI investors should watch closely.
DigitalOcean: The AI Cloud for Developers and SMBs
DigitalOcean (NYSE: DOCN) has been one of 2026's standout performers, surging about 70% year to date. The cloud provider focuses on simplicity, performance, and developer experience, serving startups and small- to mid-sized businesses with a range of cloud services.
Its offerings include virtual private servers, managed Kubernetes, object and block storage, managed databases, and networking capabilities. The platform is popular among developers and independent software vendors that need accessible, predictable cloud infrastructure without the complexity of hyperscale providers.
The company recently announced an $800 million follow-on equity raise to fund AI and cloud expansion — a clear signal of growth ambition. In its most recent earnings report for fiscal fourth quarter 2025, EPS came in at $0.44, beating consensus by nearly $0.06, while revenue topped expectations at $242.39 million. Institutional ownership stands at nearly 50%, reflecting strong market trust. The current consensus price target of $72.08 sits modestly below the current share price, suggesting analysts view the shares as fairly valued after the strong run. Execution of the AI expansion strategy will be the key thing to watch going forward.
Astera Labs: The Connectivity Backbone of AI Data Centers
Astera Labs (NASDAQ: ALAB) is a fabless semiconductor company developing high-speed connectivity solutions for AI data centers and cloud infrastructure. Its retimers, link controllers, and interface devices address critical signal-integrity and link-management challenges as servers push ever-higher bandwidth through complex GPU and CPU clusters. Less visible than the hyperscalers, Astera Labs nonetheless sits at a crucial junction in the AI infrastructure stack, enabling hardware that makes large-scale AI compute possible.
The stock has pulled back almost 40% year to date after a strong 2025, making the valuation more attractive to patient investors. In its most recent quarter (reported Feb. 10 for Q4 2025), ALAB posted EPS of $0.58, beating the $0.51 consensus by $0.07, with revenue surging 91.8% year over year. Management noted the addressable opportunity has expanded significantly.
They estimated the company's Serviceable Addressable Market (SAM) at $25 billion by 2030, with public endorsements for UALink from Amazon (NASDAQ: AMZN) and Advanced Micro Devices (NASDAQ: AMD) for 2027 and optical scale-up deployments targeted around 2028. Analysts hold a consensus Moderate Buy rating, with a consensus price target of $202.22, implying almost 100% upside from current levels — the highest on this list. If the broader market stabilizes and AI infrastructure spending continues, ALAB could be a significant beneficiary.
Alphabet: The Mega-Cap AI Cloud Compounder
Alphabet (NASDAQ: GOOGL) is the largest and most established name on this list and arguably one of the most important AI cloud operators globally. While the other four stocks represent emerging or growth-stage opportunities, Alphabet offers AI-cloud exposure with the stability and cash generation of one of the most profitable businesses ever built.
Google Cloud remains one of the fastest-growing major cloud platforms, with Q4 revenue of $17.66 billion, up 48% year over year. The cloud backlog surged to $240 billion, up 55% quarter over quarter, providing exceptional forward revenue visibility.
The stock is down close to 10% year to date, pulling back from February record highs amid broader market weakness, but the fundamentals remain strong. Alphabet generated $402.8 billion in full-year revenue and $10.81 in EPS in 2025. It trades at a forward P/E of 20.3, approaching its historical average and a potential value point.
The consensus price target of $368.06 across 51 analysts implies over 30% upside from current levels, and 47 analysts rate the stock a Buy. For investors seeking AI cloud exposure with the safety and compounding power of a mega-cap, Alphabet remains the benchmark name in this group.
5 Baby Boomer Stock Favorites Now Trading at a Discount
Reported by Ryan Hasson. Date Posted: 4/6/2026.
Key Points
- Five popular Baby Boomer stocks are trading in discount territory, with MSFT down 23% YTD, RCL 25% off its highs, and VZ and KMB offering yields above 5%.
- Microsoft trades at a forward P/E below 20, Verizon offers a 5.58% yield with a forward P/E below 10, and Kimberly-Clark's yield has climbed to 5.33%.
- Despite the pullbacks, analyst sentiment remains broadly bullish across all five names, with Microsoft leading the way at nearly 58% implied upside from current levels.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The current market selloff is creating something rare: genuine discounts on high-quality companies. With the S&P 500 under pressure from Middle East tensions, rising oil prices and fading rate-cut expectations, many battle-tested names are now trading at valuations that are hard to ignore. These are the stocks that helped build wealth over decades and have long been favorites among the baby boomer generation. Right now, several of them are on sale or approaching value territory.
Here are five baby-boomer-favorite stocks that are swiftly approaching value territory.
Microsoft: One of The World's Largest Companies Trading at a Bargain P/E
Just $5 - AI Stock Is Turning Heads (Here’s Why) (Ad)
While attention stays fixed on dominant AI names, one low-priced stock is gaining quiet momentum - trading for pennies compared to industry leaders like Nvidia.
Early investors still have a window before this pick reaches wider awareness. A modest position could establish exposure ahead of broader attention. A 12-page Special Report covers the full case, including the name and ticker.
Watch the video update and get the name and ticker nowMicrosoft (NASDAQ: MSFT) needs little introduction. From the PC era to cloud computing to artificial intelligence, it has reinvented itself repeatedly and kept winning. Over the past 10 years the stock is up almost 600%. Zooming out farther, since Microsoft’s IPO in 1986 it has returned a staggering 274,230%, adjusted for inflation and including reinvested dividends.
After a 22% year-to-date decline, the stock now trades at a trailing P/E of about 23 and a forward P/E of roughly 19. Those metrics sit well below its long-term averages and significantly below the broader technology sector. Earnings are expected to grow 12.39% in the coming year to $14.70 per share. The stock also carries an income component: Microsoft has a 23-year dividend increase streak and a yield of about 1%.
Analysts remain broadly bullish — 40 of 45 rate the stock a Buy — and the consensus price target sits at $588.97, implying more than 50% upside. Technically, MSFT has retraced into a major area of potential support: the lows from 2025, near $350, have so far held this year. If the stock can hold above those 2025 lows, it could firm up and stage a recovery bounce.
Berkshire Hathaway: Warren Buffett's Legacy at a Reasonable Valuation
Few stocks carry the same weight among long-term investors as Berkshire Hathaway (NYSE: BRK.B). Warren Buffett's holding company has delivered exceptional compounded gains since 1965. Between 1965 and 2024, the stock returned, on average, 19.9% annually — far outpacing the S&P 500 and rewarding many baby boomer investors over the decades.
Year-to-date, the financial giant is down just 5%, holding up relatively well amid the broader selloff. It trades at a trailing P/E of about 15, below the market average, with a forward P/E near 24. CEO Greg Abel has resumed share buybacks amid the leadership transition, and with more than $300 billion in cash on hand, Berkshire has substantial firepower to deploy during dislocations like this one.
Wall Street is generally optimistic, with the consensus price target implying double-digit upside — the $537 target suggests roughly 12% potential upside. On a longer timeframe, the stock is approaching a key support zone around $450. If Berkshire can hold that level and maintain relative strength, current prices could represent an attractive entry opportunity.
Verizon: A Telecom Giant With a 5% Yield and a Forward P/E Around 10
Verizon Communications (NYSE: VZ) has been a reliable income staple for decades. The telecom giant offers an approximately 5% dividend yield and has raised its dividend for 20 consecutive years. For investors prioritizing income, that consistency matters as much as any price target. Since its public debut, the stock has returned roughly 9.2% annually, including reinvested dividends, since 1984.
Despite a strong run over the past year — the stock is up more than 20% year-to-date and nearly 11% over the prior 12 months — the valuation remains attractive. Its trailing P/E is close to 12, and the forward P/E has compressed to about 10, putting VZ squarely in value territory. A $25 billion share buyback program provides additional support for shareholders.
Its most recent earnings report showed strong results, including the best postpaid phone subscriber additions in six years. The company reported Q4 results on Jan. 30, topping EPS estimates by a few cents and growing quarterly revenue year over year. The ongoing 5G buildout is supporting subscriber growth, and if rate-cut expectations revive later in the year, high-yield defensive names like Verizon often attract strong buying interest.
Royal Caribbean: A Leisure Favorite With Almost 30% Upside
Royal Caribbean (NYSE: RCL) has been a strong wealth creator since its IPO in April 1993. Since then the stock has returned more than 2,000% on an inflation-adjusted basis. Over the last three years it has gained over 300%. However, the Middle East conflict and rising fuel costs have hit cruise stocks hard, pushing RCL well off its 52-week high and creating a pullback that has historically rewarded patient buyers. The stock is down more than 25% from its 52-week high and is roughly flat for the year, down about 2%.
That selloff may have created an entry opportunity. RCL trades at a P/E of about 17 and a forward P/E near 13 — modest for a company growing earnings at double-digit rates. Booking levels remain high, new Icon-class ships are expanding capacity, and the private-island strategy continues to drive high-margin revenue.
Analysts are broadly bullish, assigning a consensus Moderate Buy rating based on 22 analyst opinions and a price target of $353.30, implying nearly 30% upside. Technically, the stock faces a test near multi-year support around $250. For the uptrend to remain intact on the weekly chart, RCL would ideally hold that support band and reclaim its 200-day simple moving average near $300.
Kimberly-Clark: Consumer Defensive Income With a 5% Yield
Kimberly-Clark (NYSE: KMB) isn’t as flashy as Microsoft or Berkshire Hathaway, but it has been a notable performer for many baby boomer investors. The company makes Huggies, Kleenex and Depend — everyday brands people buy in bull markets, bear markets, recessions and geopolitical crises. Since the stock began trading in 1980, it has returned roughly 1,488% after adjusting for inflation and reinvesting dividends, a solid performance given its defensive positioning.
KMB has faced headwinds recently from shifting consumer preferences and volume weakness in North America. Still, the selloff has pushed the dividend yield to about 5% and compressed the forward P/E to around 12, making the stock more interesting for income-focused investors.
Analysts are mostly neutral, assigning a consensus Hold rating. However, the consensus price target of $115.85 implies roughly 20% upside. Momentum could shift if the stock reclaims $100 and its 50-day simple moving average; that would be an early sign that a higher-timeframe bottom is forming.
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