Uploaded February 2026 | Updated September 2026, 2 weeks ago
The easy AI trade may be over — but the next wave of winners is emerging.
After years of piling into chipmakers and hyperscalers, investors are starting to ask who will actually turn AI spending into lasting profits. With Big Tech set to spend hundreds of billions on infrastructure, the focus is shifting to the companies using that capacity to cut costs, boost margins and accelerate growth.
In this video, Valeria Martinez joins Dan Jones to explore the next-generation AI stocks, from retailers and logistics groups to banks and healthcare companies, that are already delivering measurable gains. We break down what separates genuine AI adopters from hype-driven laggards, and how investors can spot businesses where productivity gains translate into sustainable earnings growth.
Read more here:
Next-generation AI stocks worth buying now
investorschronicle.co.uk/content/e273a4b7-ed59-4bd9-8cb6-4d4ce6d83217?utm_source=social&utm_medium=youtube&utm_campaign=editorial&utm_content=skip
#AIStocks #ArtificialIntelligence #Investing #StockMarket #TechTrends #NextGenAI#Investing #finance #personalfinance #investments #business #AIstocks
Listen to our podcasts: investorschronicle.co.uk/podcasts/?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Subscribe to Investors' Chronicle: investorschronicle.co.uk/product-matrix?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
Follow The Companies and Markets Show on @YouTube: youtube.com/playlist?list=PLnrcXTQl38frCLdb4HDxepjhvod-gN662
Follow Lee and the IC: youtube.com/playlist?list=PLnrcXTQl38fqB-A5bJJ-GtFjm3Q9S9Xnx
Listen to our interviews here: youtube.com/playlist?list=PLnrcXTQl38fo1Oio19rTsLt9fD2s4hKst
Follow us on LinkedIn: linkedin.com/showcase/financial-times---investors-chronicle
Follow us on Instagram: instagram.com/investorschronicle/?hl=en
Get the latest investing updates on WhatsApp: whatsapp.com/channel/0029VaD6zjW9WtBxc0gFG13F
The easy AI trade may be over — but the next wave of winners is emerging.
After years of piling into chipmakers and hyperscalers, investors are starting to ask who will actually turn AI spending into lasting profits. With Big Tech set to spend hundreds of billions on infrastructure, the focus is shifting to the companies using that capacity to cut costs, boost margins and accelerate growth.
In this video, Valeria Martinez joins Dan Jones to explore the next-generation AI stocks, from retailers and logistics groups to banks and healthcare companies, that are already delivering measurable gains. We break down what separates genuine AI adopters from hype-driven laggards, and how investors can spot businesses where productivity gains translate into sustainable earnings growth.
Read more here:
Next-generation AI stocks worth buying now
investorschronicle.co.uk/content/e273a4b7-ed59-4bd9-8cb6-4d4ce6d83217?utm_source=social&utm_medium=youtube&utm_campaign=editorial&utm_content=skip
#AIStocks #ArtificialIntelligence #Investing #StockMarket #TechTrends #NextGenAI#Investing #finance #personalfinance #investments #business #AIstocks
Listen to our podcasts: investorschronicle.co.uk/podcasts/?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Subscribe to Investors' Chronicle: investorschronicle.co.uk/product-matrix?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
Follow The Companies and Markets Show on @YouTube: youtube.com/playlist?list=PLnrcXTQl38frCLdb4HDxepjhvod-gN662
Follow Lee and the IC: youtube.com/playlist?list=PLnrcXTQl38fqB-A5bJJ-GtFjm3Q9S9Xnx
Listen to our interviews here: youtube.com/playlist?list=PLnrcXTQl38fo1Oio19rTsLt9fD2s4hKst
Follow us on LinkedIn: linkedin.com/showcase/financial-times---investors-chronicle
Follow us on Instagram: instagram.com/investorschronicle/?hl=en
Get the latest investing updates on WhatsApp: whatsapp.com/channel/0029VaD6zjW9WtBxc0gFG13F
