UBS Rates Five AI Hosting Stocks Buy

AI data-center and industrial spending is creating opportunities across construction, power infrastructure, networking and equipment, though higher rates and tighter capital conditions may favor companies with durable demand and execution. One stock screen highlights Tutor Perini’s role in building data-center and utility infrastructure and Viavi Solutions’ network-testing and optical technology, while another touts Quanta Services, Keysight Technologies and Amphenol on the strength of AI-related demand and earnings expectations; Quanta reported a record $53.4 billion backlog in June 2026. UBS separately initiated Buy coverage on five former Bitcoin miners converting power assets into AI data-center capacity, citing scarce grid connections and roughly 4.8 gigawatts of leased capacity, with about 12 gigawatts more in development pipelines. The bank sees an average 36% potential share-price upside and strong future earnings growth, but the group’s shares have fallen sharply and carry risks including execution, tenant concentration and lease renewals.