A Corrida do AI Está Mudando Novamente — Estes 2 Plays de “Picaretas e Pás” Valem a Pena Adicionar ao Radar

<h3>Quick Read</h3>
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<li> <p class="yf-1fy9kyt">Nvidia (NVDA) announced $1 trillion in Vera Rubin and Blackwell orders through 2027, yet the stock response was muted at just 1% higher, signaling potential valuation compression in AI plays. Broadcom (AVGO) and ASML (ASML) offer complementary “picks and shovels” exposure.</p></li>
<li> <p class="yf-1fy9kyt">Broadcom and ASML represent underestimated plays in the AI infrastructure buildout.</p></li>
<li> <p class="yf-1fy9kyt">A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality.</p><a href="https://247wallst.com/lp/the-simple-habit-that-can-double-americans-retirement-savings-and-why-you-should-start-today/?i=776c77c2-e782-4aaa-b61e-f8e4b1e9a37a&amp;p=ebadc3d1-a33c-4a9b-912c-8b2543ac0c0b&amp;pos=keypoints&amp;tpid=1567084&amp;utm_source=yahoo&amp;utm_medium=referral&amp;utm_campaign=feed&amp;utm_content=feed||1567084">Read more here</a>.</li>
</ul>
<p>The AI arms race still seems to be in play as the great AI data center buildout moves ahead, while demand for AI "compute" remains off the charts. With Nvidia (<a href="https://finance.yahoo.com/quote/NVDA/">NASDAQ:NVDA</a>) top boss Jensen Huang taking to the stage for the annual GTC conference, there's sure to be a lot of action in the AI scene, especially after a fairly turbulent start to the year for many of the names that are stuck at the pitstop after a heated past two years.</p>
<p>With Huang pointing to $1 trillion in Vera Rubin and Blackwell orders through 2027, it still feels like there's room for a surprise to the upside when it comes to the insatiable demand for AI computing. Of course, such a comment should have probably sent shares of Nvidia off to the races.</p>
<p>After all, that's a jaw-dropping figure for the number-one "picks and shovels" play in the entire AI trade. While Nvidia stock did march just north of 1% higher on the day, I do think the reaction was quite muted. Indeed, Jensen Huang's bullish and upbeat commentary about the AI scene at large might not have as much of an impact in 2026.</p>
<p>Read: <a href="https://247wallst.com/lp/the-simple-habit-that-can-double-americans-retirement-savings-and-why-you-should-start-today/?i=776c77c2-e782-4aaa-b61e-f8e4b1e9a37a&amp;p=d474a5a7-790a-4f9f-bfcb-02fc45c14ad3&amp;pos=mid_content&amp;tpid=1567084">Data Shows One Habit Doubles American’s Savings And Boosts Retirement</a></p>
<p>Most Americans drastically underestimate how much they need to retire and overestimate how prepared they are. But data shows that <a href="https://247wallst.com/lp/the-simple-habit-that-can-double-americans-retirement-savings-and-why-you-should-start-today/?i=776c77c2-e782-4aaa-b61e-f8e4b1e9a37a&amp;p=d474a5a7-790a-4f9f-bfcb-02fc45c14ad3&amp;pos=mid_content&amp;tpid=1567084">people with one habit</a> have more than double the savings of those who don’t.</p>
<p>Have valuations finally caught up to the broad basket of AI plays? Or is the market just in a bit of a digestion phase? It's impossible to tell. Either way, it's worth broadening one's horizons to see what's out there as valuations start to come in a bit.</p>
<p>In this piece, we'll check out a pair of "picks and shovels" plays as investors look beyond Nvidia for the missing pieces of the puzzle that can help complete the AI infrastructure buildout.</p>
<h2>Broadcom</h2>
<p>Broadcom (<a href="https://finance.yahoo.com/quote/AVGO/">NASDAQ:AVGO</a>) is probably the second stock that should be on any investor's "picks and shovels" list. It's the custom silicon king and, in my view, it has more runway than the likes of Nvidia, especially given the direction the major hyperscalers are headed.</p>