Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

2 Hidden AI Infrustructure Stocks Up Over 100% in the Past Year

These 2 "hidden" AI infrastructure stocks soared 100%-plus in a year. Here's what's driving Comfort Systems and Vertiv now.

2 Hidden AI Infrustructure Stocks Up Over 100% in the Past Year

Published July 23, 2026 · Category: Finance

Overview

What do an HVAC company and a power-and-cooling equipment supplier have in common? Comfort Systems USA (NYSE: FIX) and Vertiv Holdings (NYSE: VRT) are both riding the artificial intelligence (AI) boom thanks to the data center build-out happening behind the scenes.

The market has noticed. Over the past year, Comfort Systems' stock has risen 214%, while Vertiv's has risen 131%. They're tied to AI infrastructure in very different ways, which matters when you're trying to figure out what's really driving the gains.

Details

Two under-the-radar infrastructure plays have already more than doubled. The question now is whether the fundamentals still support the story. Let's find out.

Continue reading

Source

Originally published at www.fool.com.

Related Articles

CD
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.