AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company you've never heard of). The episode wraps up with a final analysis of Google - you might be surprised to find our take after Google's impressive comeback over the last couple months.

AI Stocks Discussed: Google (GOOG), MP Materials (MP), USA Rare Earth Inc (USAR), Lynas Rare Earths Ltd (LYSCF), WhiteFiber (WYFI), and many more.

Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI