AI is changing the stock market, and the biggest opportunity may be in the companies building the infrastructure behind it.

Nvidia, AMD and Broadcom are powering the chips and connectivity.

Microsoft, Amazon and Alphabet are turning AI into massive cloud businesses.

But here’s what I’m watching closely:

It’s no longer just about who is adopting AI.

It’s about who can turn all that AI demand into sustainable revenue, strong margins and long-term earnings growth.

That’s where the real competition gets interesting.

Which AI stock are you watching most closely?