Back to top

datacenter: Archive

Andrew Rocco

The Optical Shift: Why AAOI is Built for the AI Boom

As traditional copper infrastructure gives way to high-speed optical transceivers, AAOI's vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.

AMZNNegative Net Change NVDANegative Net Change AAOIPositive Net Change

Aparajita Dutta

Utility ETFs to Buy as Rapid AI Buildout Sparks Energy Crisis

AI's power surge is creating a major growth opportunity for utilities, and ETFs like IDU offer diversified exposure to the trend.

NEEPositive Net Change SOPositive Net Change DUKNegative Net Change AEPPositive Net Change NVDANegative Net Change DPositive Net Change XLUPositive Net Change VPUPositive Net Change GOOGLNegative Net Change IDUPositive Net Change

Andrew Rocco

Neoclouds CRWV & NBIS Soar (Why they have room to run)

CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.

NBISPositive Net Change CRWVNegative Net Change

Bryan Hayes

Zacks Model Flashes Green for Applied Materials Ahead of Earnings

Our proven model predicts another earnings beat, and the company's track record supports the setup.

AMATNegative Net Change

Bryan Hayes

Bull of the Day: Amphenol (APH)

Every AI server rack requires high-speed copper, fiber and power interconnects, and Amphenol makes essentially all of it.

APHPositive Net Change

Shaun Pruitt

These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy

Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).

PLXSPositive Net Change JBLNegative Net Change CLSNegative Net Change SANMPositive Net Change

Shaun Pruitt

Buy Lenovo Group (LNVGY) Stock for Higher Highs Ahead of Earnings?

Lenovo Group (LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12.

LNVGYNegative Net Change AAPLPositive Net Change DELLNegative Net Change NVDANegative Net Change

Tracey Ryniec

Bull of the Day: Quanta Services (PWR)

What's hot? Power generation.

PWRPositive Net Change

Kevin Cook

Bull of the Day: Amkor (AMKR)

Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona

AMKRPositive Net Change NVDANegative Net Change TSMNegative Net Change LITEPositive Net Change SKHYPositive Net Change