Story perspectives

AI and Infrastructure: Key Drivers of Tech Market Growth

10/26/2025

Summary

Story summary

Scott Ladner, Chief Investment Officer of Horizon Investments, told CNBC that AI will be pivotal in tech market and requires infrastructure.
He said valuations are justified because infrastructure investment has been limited, funded by cash flows rather than debt, unlike the late 1990s.
As the market evolves, undervalued infrastructure plays grow.
Clean Energy Fuels Corp. is launching a truck demo program to showcase its natural gas technology at a conference.

1 of 1

Story summary

Scott Ladner, Chief Investment Officer of Horizon Investments, told CNBC that AI will be pivotal in tech market and requires infrastructure.
He said valuations are justified because infrastructure investment has been limited, funded by cash flows rather than debt, unlike the late 1990s.
As the market evolves, undervalued infrastructure plays grow.
Clean Energy Fuels Corp. is launching a truck demo program to showcase its natural gas technology at a conference.