These nontech stocks can ride the AI build-out for years

The article highlights how companies with strong, tangible assets that aren't easily outdated, known as "HALO" companies, stand to gain significantly from the massive investments in data centers and AI infrastructure. These investments are driving demand for hard assets like real estate, equipment, and utilities, providing a long-term growth opportunity for nontech stocks. This trend is crucial because it suggests that traditional, resilient businesses could benefit from the tech sector's advancements, potentially reshaping investment strategies and market dynamics.