According to @CNBC, five AI infrastructure stocks have more than tripled year-to-date in 2025 on the AI trade, outpacing Nvidia (NVDA). According to @CNBC, highlighted beneficiaries include Lumentum (LITE), Celestica (CLS), and Seagate (STX). According to @CNBC, the surge is tied to the ongoing AI trade that has driven the strongest equity performers this year.