Digital Infrastructure and Energy Stocks Emerge as Top AI Growth Plays

Key Facts

1Constellation Energy is positioned as a key provider of carbon-free baseload power for AI data centers.

2Expedia trades at a discount to competitors despite growth in its B2B and advertising infrastructure segments.

3IAC is restructuring to focus on its digital publishing ecosystem and strategic stake in MGM Resorts.

As the race to enhance advanced computing capabilities intensifies, infrastructure companies are emerging as critical components in sustaining the current technology boom. According to analyst reports, Constellation Energy is positioned as a key provider of carbon-free baseload power essential for AI data centers, while Expedia trades at a discount despite growth in its B2B and advertising segments. Meanwhile, IAC is restructuring its operations to focus on its digital publishing ecosystem and its strategic stake in MGM Resorts.

These evaluations reflect a shift in investor sentiment toward companies with tangible assets supporting digital growth, as Constellation Energy competes in the nuclear power sector alongside peers like Vistra Corp, which has also seen surging demand. Per market data, Expedia is trading at attractive valuation multiples compared to competitors like Booking Holdings, bolstering its appeal in the B2B travel tech space. Analysts suggest that IAC’s restructuring could help narrow the discount between its market price and net asset value.

Looking at current price levels, CEG closed at $242.3, EXPE at $218.94, and IAC at $42.27 as of the June 10, 2026 close. Traders should monitor updates regarding data center power contracts or upcoming quarterly earnings as potential catalysts for price movement. Additionally, global markets are awaiting key economic data in the coming days which may influence risk appetite across the technology and infrastructure sectors.