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artificial-intelligence: Archive
Is FCEL Better Positioned Than OKLO for Data Center Power?
by Nilanjan Choudhury
Fuel cell scalability and speed give FCEL an edge over OKLO as AI-driven data center power needs accelerate.
FCELPositive Net Change OKLOPositive Net Change
alt-energy artificial-intelligence energy oil-energy
Seagate's Q2 Earnings Top, Revenues Soar Y/Y on AI-Led Storage Demand
by Zacks Equity Research
STX tops fiscal Q2 2026 earnings and revenue, sees strong data center demand, record margins and upbeat fiscal Q3 outlook as nearline capacity ramps.
INTCPositive Net Change STXPositive Net Change SLPPositive Net Change BBNegative Net Change
artificial-intelligence business-services computers earnings emerging-markets tech-stocks
Bear of the Day: Generac (GNRC)
by Kevin Cook
A quiet year for power outages kept sales flat in 2025, and dropped EPS, but focus is on datacenter opportunity
GNRCPositive Net Change AEPPositive Net Change ORCLNegative Net Change BEPositive Net Change BNNegative Net Change
alt-energy artificial-intelligence datacenter energy infrastructure
Bull of the Day: Lam Research (LRCX)
by Kevin Cook
Analysts have been behind the growth and valuation curves as TSM and MU signal WFE expansion into 2029
LRCXPositive Net Change INTCPositive Net Change AMDPositive Net Change MUNegative Net Change NVDANegative Net Change SNDKPositive Net Change ASMLNegative Net Change TSMPositive Net Change
artificial-intelligence automation cloud-computing robotics semiconductor
AI News: Chatbot Wars, Soaring Valuations, & Disruption
by Andrew Rocco
The AI "Chatbot Wars" are heating up as 'Gemini' steals market share from 'ChatGPT'. Despite intensifying competition, AI valuations are soaring. Meanwhile, the real story of 2026 so far is the rise of agentic AI.
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change DOCUNegative Net Change ZMPositive Net Change
artificial-intelligence saas
Tesla Q4 EPS Preview: Sluggish Sales & New Frontiers
by Andrew Rocco
As Tesla approaches earnings, investors will focus on whether Elon Musk's ambition for a diversified tech ecosystem can offset the current slowdown in its EV business.
FNegative Net Change GMPositive Net Change TSLAPositive Net Change LMNDPositive Net Change
artificial-intelligence datacenter earnings electric-vehicles energy ride-hailing robotics
Iren Limited vs. CoreWeave: Accelerating AI Momentum
by Ethan Feller
Iren Limited and CoreWeave Inc and both experiencing rising share price momentum as investors again rotate into the AI theme
NVDANegative Net Change IRENPositive Net Change CRWVPositive Net Change
artificial-intelligence cloud-computing
What's Going On With SanDisk Shares?
by Derek Lewis
SanDisk shares have been melting higher over recent months as its role in the broader AI frenzy finally comes into focus. The company helps headline an already-packed earnings docket this week, with massive growth forecasted for its broader current fiscal year.
SNDKPositive Net Change
artificial-intelligence earnings tech-stocks
Should Sandisk Stock Be in Your Portfolio Pre-Q2 Earnings?
by Aniruddha Ganguly
SNDK eyes fiscal Q2 gains as BiCS8 tech, edge growth, and AI-driven SSD demand fuel momentum ahead of earnings.
WDCPositive Net Change STXPositive Net Change MUNegative Net Change SNDKPositive Net Change
artificial-intelligence tech-stocks
KLA's Q2 Earnings Loom: Should the KLAC Stock Be in Your Portfolio?
by Aniruddha Ganguly
KLAC rides strong AI and chip packaging demand into fiscal Q2, with top-line growth and margin pressure in focus.
KLACNegative Net Change AMATPositive Net Change TERPositive Net Change ACLSPositive Net Change
artificial-intelligence electronics tech-stocks