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2 under-the-radar AI stock picks from a top 1% fund manager

Summary by Business Insider
Mario Tama/Getty ImagesRyan Kelley is bullish on two under-the-radar AI stock picks.He says both benefit from ongoing data center expansion driven by the AI industry boom.He flagged Sanmina, which builds server infrastructure, and Dycom, which installs fiber optic networks.When Ryan Kelley, the chief investment officer of Hennessy Funds, doles out a couple of stock picks, it's probably a good idea to hear him out. According to Morningstar data, …

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Business Insider broke the news in United States on Tuesday, December 2, 2025.
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