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datacenter: Archive
Is Intel (INTC) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
The company delivered a staggering 997% average earnings surprise over the prior four quarters.
INTCNegative Net Change
artificial-intelligence datacenter earnings infrastructure investing semiconductor stock-performance tech-stocks
Optical Stocks: The AI Trade's Wildest Ride Snaps Back
by Bryan Hayes
The AI-optics theme is as durable as any in the market.
GLWNegative Net Change LITENegative Net Change
artificial-intelligence datacenter earnings electronics investing tech-stocks
Bull of the Day: Taiwan Semi (TSM)
by Kevin Cook
Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps
TSMNegative Net Change
artificial-intelligence autonomous-vehicles cloud-computing datacenter semiconductor
3 Portfolio-Worthy Stocks to Consider as Q2 Earnings Approach: GE, TSM, UNH
by Shaun Pruitt
Three stocks that stand out ahead of their upcoming Q2 reports on Thursday, July 16 are GE Aerospace (GE), Taiwan Semiconductor (TSM), and UnitedHealth Group (UNH).
GEPositive Net Change UNHNegative Net Change TSMNegative Net Change BAPositive Net Change AAPLPositive Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change EADSYPositive Net Change
aerospace artificial-intelligence datacenter defense dividend-investing dividends earnings hmo investing large-cap medical semiconductor tech-stocks
Unpacking Gavin Baker's "Memory Crunch" Thesis
by Andrew Rocco
Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.
AAPLPositive Net Change MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change TSMNegative Net Change COHRNegative Net Change ALABNegative Net Change DRAMNegative Net Change CBRSNegative Net Change
artificial-intelligence datacenter semiconductor
Bull of the Day: Bloom Energy (BE)
by Kevin Cook
America is about immigrants, innovation, and overcoming incredible odds. Bloom's success story has it all!
BENegative Net Change AEPPositive Net Change NVDANegative Net Change BNPositive Net Change GEVNegative Net Change
alt-energy artificial-intelligence cloud-computing datacenter
What xAI's Deals and X Money Mean for SpaceX Investors
by Bryan Hayes
X Money officially launched in late June for U.S. premium subscribers, offering enhanced benefits including an eye-popping 6% yield.
SPCXNegative Net Change
aerospace artificial-intelligence datacenter earnings fin-tech infrastructure investing space tech-stocks
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
by Shaun Pruitt
Micron Technology delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the AI spending boom.
MUNegative Net Change
artificial-intelligence computers datacenter earnings investing large-cap semiconductor tech-stocks
Anthropic Deal, Memory Shortage: Tailwinds Ahead of Micron's Earnings
by Bryan Hayes
Today's swoon looks more like a gift than a warning for Micron investors.
MUNegative Net Change
artificial-intelligence cloud-computing datacenter earnings electronics investing semiconductor tech-stocks
3 Highly Ranked Alternative Energy Stocks to Buy Now
by Shaun Pruitt
Companies positioned across clean power generation, fuel-cell technology, natural gas transition assets, and renewable infrastructure are drawing increased attention as their earnings outlooks improve.
DECNegative Net Change BENegative Net Change CRGYNegative Net Change ORCLNegative Net Change BAMPositive Net Change
alt-energy artificial-intelligence datacenter dividend-investing dividends earnings investing oil-energy