Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays

There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks are not for the faint of heart.

Neoclouds are building AI-dedicated computing infrastructure and represent the risky edge of artificial intelligence investing.

They stand in contrast to the hyperscalers, such as Amazon Web Services, Google Cloud Platform and Microsoft’s Azure, which do multipurpose supercomputing for many big businesses and have been around for years.

Source: https://www.cnbc.com/2026/04/25/wall-street-is-getting-bullish-on-neoclouds-these-stocks-hold-more-risk-than-other-ai-plays.html