Josh Brown says a new AI trade is emerging and this 'Best Stock' is benefitting

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — In the first half of this year, investors celebrated the component companies involved in the AI capex buildout, from chips to electrification, construction equipment to memory. That trade is now on shaky ground as too much money was made too quickly and profit-takers are elbowing each other under the exit sign. …