AI Infrastructure Stocks Retail Investors Are Studying As Fed Pressure Stays High

Simply Wall St highlights three AI infrastructure stocks—FormFactor (FORM), Codan (ASX:CDA), and PDF Solutions (PDFS)—as retail investors weigh AI demand against persistent inflation and tight Fed policy. FormFactor supplies probe cards and test equipment for AI chip manufacturing with an $8.35B market cap, while PDF Solutions provides analytics software for semiconductor fabs at a $2.17B market cap.

Why it matters: Codan, an Australian communications and metal detection firm (A$7.59B), is included for its secure mesh networking platforms tied to defense and public safety, with 43.9% earnings growth but a high P/E ratio.