Key Takeaways Five undervalued mid-cap AI infrastructure stocks lagged the broader market but show long-term potential. Each stock, including PATH and FIVN, posted recent earnings estimate upgrades and growth projections. Robust AI capex trends and sector tailwinds support future gains across enterprise, cloud, and cybersecurity.The AI infrastructure space recently gathered steam, with the DeepSeek-related fears turning out to be overblown. Moreover, the chances of a trade deal between the United States a ...

Key Takeaways Five AI-focused mid-cap Internet Software stocks are poised for strong performance in second-half 2025. PATH, FIVN, FSLY, CALX, and CFLT have seen improved earnings estimates in recent weeks. Industry trends, including hybrid work demand and AI adoption, are fueling robust revenue and earnings growth.The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices amo ...