Author: Shaun Pruitt, Zacks

These names have resilient demand, strong brands, and reliable dividends, making them increasingly attractive if stubborn inflation pushes the Federal Reserve.

This pair of names offer investors two different ways to capitalize on the AI infrastructure boom.

Both names are a ‘strong buy’ right now and sport a yield above 5%.

One offers a strong underlying growth story; one a more value-oriented opportunity; and the third’s earnings rebound, cash generation, and pending $35-per-share acquisition provide a unique event-driven setup.

Benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing, they’re positioned to capitalize.