Tesla is hours away from revealing its long delayed next generation Roadster, a halo sports EV teased with possible brief flight and SpaceX designed cold gas thrusters, at a livestreamed event from Texas. The Roadster is positioned less as a volume product and more as a showcase of Tesla's engineering, AI and high end performance ambitions, at a time when the business is spending heavily on new platforms. Next, the focus will be on how Tesla's spectacle centric Roadster launch influences the broader investment story built around autonomy, AI and heavy capex. Scan beyond the Tesla headlines and size up other potential beneficiaries of the same EV and AI spending wave with a curated list of 94 AI infrastructure stocks.
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