The "Magnificent Seven's" Capex Supercycle Has Given Birth to 2 Millionaire-Maker Stocks Hiding in Plain Sight. Here's the Best of the Bunch

Major U.S. hyperscalers are projected to spend a record $725 billion on AI infrastructure this year, creating significant opportunities for semiconductor and server suppliers. Micron Technology and Dell Technologies are positioned to benefit from this supercycle, with Micron identified as the better investment due to higher predicted earnings growth and cheaper valuation.