It hit a high… then went up another 43% in just 3 months

Pete Carmasino from Chaikin Analytics discusses the continued momentum of stocks, even those near all-time highs. He uses Applied Materials as a case study to illustrate how AI-driven capital spending is propelling certain stocks higher. Carmasino also highlights three momentum-driven stocks related to AI and data center development, including one lesser-known semiconductor stock and two well-known companies poised for potential breakouts.