These AI infrastructure and application companies are capturing the next wave of enterprise spending.

Artificial intelligence (AI) is shifting from headlines to hard dollars. Enterprises that once ran small pilot projects are now rolling out real deployments, and the capital flowing into related infrastructure, security, and applications is expanding quickly. The focus is moving beyond a handful of chip leaders toward the companies building specialized capacity and real use cases.

October is a key month, with Q3 earnings reports starting and IT budgets locking in for 2026. Three AI stocks stand out: CoreWeave ( CRWV -2.33% ) , a GPU cloud provider emerging as a credible alternative to the hyperscalers; Nebius ( NBIS 1.75% ) , an infrastructure dark horse that just secu

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