Author: Shaun Pruitt, Zacks

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.

Whether fueled by improving end-market demand, expanding margins, or stronger guidance, this trio of names each posted impressive quarterly results this week that could warrant a closer look from investors.