{"id":285892,"date":"2026-07-05T04:39:00","date_gmt":"2026-07-05T08:39:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/07\/05\/ai-stocks-to-watch-as-data-center-and-cybersecurity-demand-builds\/"},"modified":"2026-07-05T05:30:09","modified_gmt":"2026-07-05T09:30:09","slug":"ai-stocks-to-watch-as-data-center-and-cybersecurity-demand-builds","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/07\/05\/ai-stocks-to-watch-as-data-center-and-cybersecurity-demand-builds\/","title":{"rendered":"AI Stocks to Watch as Data Center and Cybersecurity Demand Builds"},"content":{"rendered":"

AI Stocks to Watch as Data Center and Cybersecurity Demand Builds<\/a><\/p>\n

https:\/\/simplywall.st\/stocks\/us\/software\/nasdaq-hut\/hut-8\/news\/ai-stocks-to-watch-as-data-center-and-cybersecurity-demand-b<\/a><\/p>\n

Publish Date: 2026-07-05 04:39:00<\/a><\/p>\n

Source Domain: simplywall.st<\/a><\/p>\n

Artificial intelligence sits at the center of many market conversations right now, even as global data on inflation, growth and interest rates sends mixed signals. While services sectors in several economies show signs of resilience and manufacturing looks softer in others, companies tied directly to the ChatGPT and AI buildout, including chips, software, cloud and large language models, continue to attract attention. This article uses an AI stocks screener focused on that theme and highlights three stocks from the universe that fit the ChatGPT and AI transformation story, helping you quickly narrow a wide field into a more focused watchlist.<\/p>\n

Hut 8 (HUT)<\/h2>\n

Overview:<\/strong> Hut 8 is an energy and digital infrastructure company that develops and runs large scale power and computing sites in the US and Canada, supporting energy intense workloads like Bitcoin mining, cloud services and AI computing. It combines power management, data centers and high performance hardware to offer customers colocation, hosting and specialized compute services.<\/p>\n

Operations:<\/strong> Hut 8 generates about US$252.3m from Compute, US$113.5m from Digital Infrastructure and US$45.6m from Power, with a segment adjustment of US$127.1m, and most revenue coming from the United States (US$254.6m) rather than Canada (US$29.7m).<\/p>\n

Market Cap:<\/strong> US$10.94b<\/p>\n

Hut 8 is attracting attention because it sits at the intersection of Bitcoin mining and the AI buildout, with long term energy contracts and large projects such as the 352 MW Beacon Point campus and River Bend. These projects provide multi year visibility on AI colocation demand. At the same time, the company carries risks, including reliance on Bitcoin pricing, capital intensive buildouts and a high valuation on current sales while still reporting losses. In addition, there are governance questions around large executive pay and insider selling. Taken together, these factors make Hut 8 a more complex story than a simple \u201cAI winner,\u201d which is why it may merit…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

AI Stocks to Watch as Data Center and Cybersecurity Demand Builds https:\/\/simplywall.st\/stocks\/us\/software\/nasdaq-hut\/hut-8\/news\/ai-stocks-to-watch-as-data-center-and-cybersecurity-demand-b Publish Date: 2026-07-05…<\/p>\n","protected":false},"author":1,"featured_media":285893,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/images.simplywall.st\/asset\/industry\/8041000-choice2-main-header\/1585186556238","fifu_image_alt":"","footnotes":""},"categories":[15],"tags":[20],"class_list":["post-285892","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cybersecurity","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/285892"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=285892"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/285892\/revisions"}],"predecessor-version":[{"id":285894,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/285892\/revisions\/285894"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/285893"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=285892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=285892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=285892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}