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AI Stocks & MarketsYahoo Finance AIPublished: Apr 17, 2026, 04:00 JST1 min read

Wall Street identifies Nebius Group and Linde as AI infrastructure plays with 70%+ upside potential, while recommending investors sell C3.ai.

Wall Street identifies Nebius Group and Linde as AI infrastructure plays with 70%+ upside potential, while recommending investors sell C3.ai.

3 Key Points

  1. Nebius Group and Linde plc are overlooked AI infrastructure stocks that analysts believe could surge 70% or more from current levels

  2. Wall Street has shifted to a decisively bearish stance on C3.ai, a former high-flying AI stock now facing selling pressure

  3. The market is increasingly differentiating between AI infrastructure providers and application-layer AI companies, favoring the former

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