UBS Names Amazon, Palantir Among Top AI Infrastructure Picks
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UBS has released a list of 14 technology stock picks, including Amazon and Palantir, arguing the artificial intelligence data-center buildout remains in its early innings.
Analysts see opportunity spanning technology, media, and telecommunications, framing infrastructure spend as a multi-year theme rather than a short-term trade.
The call arrives alongside broader industry debate over data-center economics, with some commentators pushing back on assumptions about capacity, power demand, and returns—suggesting investors weigh UBS's bullish thesis against emerging skepticism before committing capital.