Investors are shifting focus to smaller infrastructure businesses for AI stocks as demand for cloud capacity and compute power rises. Nebius (NBIS) emerges as a top AI infrastructure pick for 2026, potentially a target for acquisition by tech giants like Microsoft, Alphabet, or Amazon. With a market cap of $23 billion, NBIS stock has seen a 225% YTD gain despite high valuation levels. Analysts are bullish on NBIS, predicting significant upside potential due to accelerating demand for AI infrastructure and large-scale contracts. However, risks include valuation concerns and the need for sustained customer demand.

Read more at Barchart: Dan Ives Loves This Under-the-Radar AI Stock for 2026