Three Stocks Linked to AI Infrastructure, Utilities, and Defense

Investment strategist Kevin Maness discusses market volatility and three companies he sees as positioned in areas beyond or alongside major technology stocks. The conversation connects data-center demand with cooling systems and electricity, then examines defense spending and the concentration of projected S&P 500 earnings growth.

- Stock ideas: Comfort Systems USA (FIX), American Electric Power (AEP), and RTX
- Related themes: data-center cooling and power demand; utility characteristics; defense contracts and spending
- Market context: projected S&P 500 earnings growth and the contribution of Micron and Nvidia

For investors following sector opportunities and earnings trends, this discussion offers company examples to research further. Viewers can compare the cited businesses and themes with their own investment criteria; it does not provide a comprehensive portfolio plan.