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Four Infrastructure AI Leaders Setting the Pace in the Market Rebound
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The AI Investing Pulse
November 27th, 2025
In this Week’s Edition:
Analysis - Four infrastructure AI leaders setting the pace in the market rebound
Stock Ideas - AI stocks set to outperform Palantir by 2026
News - Cathie Wood shifts into AI and crypto, trims AMD and Palantir
Startups - Kovant aims to be the nerve centre of enterprise agentic operations
Trends - Energy AI: the looming sustainability reality check
Other News - Three MIT guides for implementing AI in your organisation
Videos - This is a tech bull market that can go another two years, says Wedbush's Dan Ives
Four AI Infrastructure Leaders Setting the Pace in the Market Rebound
AI infrastructure stocks led a strong rebound in U.S. markets during the Thanksgiving-shortened week. Renewed appetite for high-growth tech helped push hardware and connectivity names sharply higher. Four companies—Credo Technology, Celestica, Micron Technology, and Seagate Technology—stood out with strong fundamentals, high relative strength, and essential roles in the AI supply chain.
Each company achieved a Fundamental Score of 70+ and a Relative Strength (RS) Score of 80+, placing them at the top of this week’s Watchlist. These firms supply connectivity, memory, manufacturing, and storage technology—all critical layers of the AI stack.
Why AI Infrastructure Outperformed This Week
Rotation back into growth after brief valuation pressure
Continued AI-driven demand for memory, interconnects, storage, and manufacturing
Strong earnings visibility across hardware suppliers
Support from mega-cap leaders including Nvidia, Microsoft, Oracle, and Google
Although overall trading volume was muted due to the holiday week, infrastructure names outperformed as investors focused on companies with durable fundamentals and long-term relevance.
This Week’s Four AI Infrastructure Leaders
1. Credo Technology $CRDO ( ▲ 10.12% )
AI Stack Layer: Connectivity
Market Cap: $28.4B
YTD Performance: +144.0%
Fundamental Score: 100
RS Score: 98
What the Company Does
Credo supplies high-speed interconnect solutions that move data efficiently within AI and cloud data centers.
Why It Leads This Week
Credo posted a +21.7% weekly gain and remains one of the highest-momentum companies in the AI universe. With an EPS Growth Forecast of 693.50% and Revenue Growth Forecast of 120.30%, the company’s fundamentals signal hyper-growth in AI networking demand.
2. Celestica $CLS ( ▼ 4.42% )
AI Stack Layer: Hardware & Infrastructure
Market Cap: $38.2B
YTD Performance: +260.0%
Fundamental Score: 94
RS Score: 98
What the Company Does
Celestica manufactures essential hardware and components for AI and data-center buildouts.
Why It Leads This Week
Celestica delivered a +17.7% weekly performance and holds a perfect Growth Score of 100. Its strong valuation profile and EPS Growth Forecast of 65.00% support continued momentum despite modest gross margins.
3. Micron Technology $MU ( ▼ 0.4% )
AI Stack Layer: Memory & Compute
Market Cap: $258.4B
YTD Performance: +174.4%
Fundamental Score: 94
RS Score: 92
What the Company Does
Micron builds DRAM and NAND memory critical for AI training, inference, and large-scale compute workloads.
Why It Leads This Week
Micron gained +14.3% this week and posted a perfect Growth Score of 100. Strong valuation metrics underpin an EPS Growth Forecast of 123.10% and Revenue Growth of 43.70%, reflecting accelerating demand for AI memory.
4. Seagate Technology $STX ( ▼ 1.2% )
AI Stack Layer: Data Storage
Market Cap: $53.47B
YTD Performance: +220.7%
Fundamental Score: 81
RS Score: 96
What the Company Does
Seagate provides mass-storage systems used to manage the vast datasets required for AI development and deployment.
Why It Leads This Week
Seagate gained +13.2% and maintains strong medium-term momentum. With an EPS Growth Forecast of 73.10% and Revenue Growth of 19.80%, the company remains a key player in AI-driven data-infrastructure demand.
Final Take
The combined strength of CRDO, CLS, MU, and STX highlights accelerating investment in AI infrastructure. As markets balance valuation concerns with growth optimism, companies with strong fundamentals, robust demand pipelines, and critical roles in the AI value chain continue to lead. Next week’s full-volume trading will provide clearer insight into whether this momentum persists.
Thank you for reading, and Happy Thanksgiving to our U.S. subscribers. Until next week!
FAQ
What makes these companies AI infrastructure leaders?
They supply core components—interconnects, manufacturing, memory, and storage—needed for AI data centers.
What is a Fundamental Score?
A composite measure of growth, valuation, profitability, and financial strength.
What is an RS Score?
A ranking of a stock’s price performance relative to peers and the broader market.
Why did infrastructure outperform this week?
Strong demand for hardware, renewed risk appetite, and continued AI investment from major technology companies.
What could impact these companies going forward?
Changes in data-center spending, component pricing cycles, and broader market risk sentiment.
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Disclaimer - This content is provided for informational purposes only and does not constitute investment advice, personal recommendations, or an invitation to engage in any investment activity. The information presented is derived from publicly available sources and should not be solely relied upon for making investment decisions. Always consult with a qualified financial professional before making investment choices. Past performance is not a guide to future performance.
About AIIP - The AIIP Index tracks 173 AI-focused public companies across the full AI stack, serving as our benchmark for sector performance. All scores are proprietary and calculated using data from Finbox (powered by S&P Global Intelligence). AIIP Total Score (0–100) combines metrics for sales and EPS growth, financial quality, and valuation to assess overall business strength. AIIP Relative Strength (RS) Score measures a stock’s price performance relative to the AIIP 173 AI stocks. Ranking Status is based on score combinations: Fundamental: Total Score ≥ 70, RS < 80. Momentum: RS ≥ 80, Total Score < 70. Watchlist: Total Score ≥ 70 and RS ≥ 80
TOP AI STOCKS PERFORMANCE
COMPANY | SECTOR | WEEKLY |
|---|---|---|
Symbotic (SYM) | Industrials | 59.5% |
Hut 8 (HUT) | Technology | 25.5% |
Credo Technology (CRDO) | Technology | 21.7% |
TOP AI ETFs PERFORMANCE
ETFs | SECTOR | WEEKLY |
|---|---|---|
Robo Global (THNQ) | Global AI | 6.3% |
iShares (ARTY) | Future AI & Tech | 5.9% |
Themes (WISE) | Gen AI & Tech | 5.3% |
AI STOCKS IDEAS
One of the best sector stocks to hold for the long term – The Motley Fool
Two AI data-centre stocks benefiting from cloud demand – Yahoo Finance
Two beaten-down AI stocks that could offer a second chance – Investing.com
AI STOCKS & ETFs NEWS
ARK Invest has increased its holdings in Alphabet, Meta and rising AI–crypto names while reducing exposure to AMD and Palantir, signalling a renewed focus on fintech and automation.
A potential reshuffling of AI market leadership is emerging, as one fast-growing company could outpace Nvidia through rapid innovation and strategic execution.
Where global CEOs are placing billion-pound bets in AI – Global Trade Magazine
Private investment in generative AI has surged to $34 billion, as multinational leaders double down on AI capabilities to secure competitive advantage and industry influence.
Alibaba tops revenue expectations – Reuters
Alibaba reported stronger-than-expected revenue driven by resilient e-commerce and expanding cloud operations. Investment in delivery and AI supported growth, though margins tightened.
AI STARTUPS
Kovant is building an operating system for AI worker orchestration, designed to centralise agentic processes, ensure compliance and streamline enterprise workflows, supported by fresh pre-seed funding.
AI makes entrepreneurship tougher despite early traction – Calcalistech
Investors report strong early funding rounds across AI, cybersecurity and deep tech, but note that AI’s rapid pace makes differentiation and defensible value far harder for founders.
AI TRENDS
A close look at the escalating energy footprint of AI systems and the need for renewable integration, regulatory alignment and balanced innovation to manage future demand responsibly.
OTHER
MIT outlines three practical frameworks for assessing AI maturity using a four-stage model developed from research across 771 companies, demonstrating strong performance correlation.
AI is transforming early-career roles by shifting required skills and creating new pathways for progression, rather than replacing these positions outright.
VIDEOS
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Disclaimer - The information contained on this newsletter does not constitute investment advice or a personal recommendation, nor is it an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance. The value of investments, and the income from them, can fall as well as rise. You may not get back the full amount invested and, in some cases, nothing at all. The information presented is based on publicly available data and sources believed to be reliable; however, its accuracy or completeness cannot be guaranteed. Market conditions can change rapidly, and the information provided may no longer be up to date. This content is for informational purposes only and should not be construed as financial, legal, or tax advice. Data sources: S&P Global Market Intelligence