Updated

UBS analysts released a list of more than a dozen technology stocks, including Amazon and Palantir, that they believe are well positioned to benefit from the ongoing AI data-center buildout. The firm argued that the infrastructure investment cycle remains in its early stages, offering investors continued upside across the technology, media and telecommunications sectors. The call adds to a wave of sell-side commentary encouraging investors to stay exposed to AI infrastructure-linked equities despite recent volatility in the group. UBS's picks span large-cap cloud and software names as well as data-analytics firms seen as beneficiaries of enterprise AI adoption.