The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

Amazon is projected to have almost 40 delivery fulfillment centers equipped with robots by the end of next year, resulting in an estimated cost savings of $4 billion per year.

First Solar and Amazon emerged as the top stocks this week, up 14% and 9.6%, respectively, when the market closed on Friday.

Since the launch of ChatGPT in 2022, Nvidia's shares have climbed 12x. Just three months ago it was the first company to hit $4 trillion. It's 8.3% of the S&P500 so those who hold low-cost index funds ...