Bullish Setups for Industrial and Infrastructure Stocks Amid AI Boom

Industrial and infrastructure stocks are gaining attention as they support the AI boom. According to ETF Action's Mike Atkins, there's a bullish setup due to policy and consumer trends. Global X CEO Ryan O'Connor is optimistic, citing the Global X U.S. Infrastructure Development ETF, which tracks companies involved in construction and industrial projects. Both ETFs are lower this month, but the infrastructure ETF is performing better. Electrification is also seen as a positive driver for the AI boom.