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datacenter: Archive

Bryan Hayes

Here Are the Top-Performing S&P 500 Stocks From 2025

The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.

WDCPositive Net Change MUNegative Net Change SNDKNegative Net Change

Shaun Pruitt

Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change METAPositive Net Change

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

CRDONegative Net Change NVDANegative Net Change ORCLNegative Net Change ARMPositive Net Change COHRNegative Net Change

Bryan Hayes

Santa Claus Rally Begins Today: Stocks to Watch

The calendar is on the side of the bulls as the next week of trading tends to lean quite bullish.

INTCNegative Net Change NVDANegative Net Change AEMPositive Net Change

Bryan Hayes

Weekly Option Windfall: AI Communications Giant Flexes 30% Profit Potential

Regardless of whether CIEN increases in price, remains flat, or even loses 10%, our option spread trade will produce a 30% return.

CIENNegative Net Change

Bryan Hayes

Bull of the Day: Ciena Corp. (CIEN)

Few companies have captured the AI momentum quite like this networking specialist.

CIENNegative Net Change

Shaun Pruitt

Buy the Dip in Sterling Infrastructure (STRL) Stock for 2026?

Many bucket lists of top stocks to consider for the new year may include Sterling Infrastructure (STRL), which has once again been one of the market's top performers in 2025.

STRLPositive Net Change

Bryan Hayes

Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?

Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.

MUNegative Net Change

Jeremy Mullin

Bull of the Day: Marvell Technology (MRVL)

This data infrastructure stock just pulled back despite an earnings beat, rising estimates, and accelerating AI driven growth.

MRVLPositive Net Change

Bryan Hayes

Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying

Oracle remains uniquely positioned within the enterprise AI infrastructure space.

ORCLNegative Net Change

Bryan Hayes

Western Digital, Sandisk Dominate AI-Driven Storage Gains

For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.

WDCPositive Net Change SNDKNegative Net Change

Shaun Pruitt

Buy the Spike in Marvell Technology Stock After Q3 Earnings?

Marvell Technology (MRVL) is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI.

MRVLPositive Net Change NVDANegative Net Change AVGONegative Net Change

Bryan Hayes

Bull of the Day: Vertiv Holdings (VRT)

This AI infrastructure provider boasts a rich partner base that includes the likes of Nvidia, Ballard Power Systems, Compass Datacenters, and Intel.

VRTNegative Net Change

Andrew Rocco

The Coming Energy Shock: How AI Data Centers will Reshape Power Needs

Electricity demand in the US is accelerating rapidly, and the early signs of a long-term power crisis are already visible.

MSFTNegative Net Change CEGNegative Net Change FSLRNegative Net Change BEPositive Net Change METAPositive Net Change NXTNegative Net Change OKLOPositive Net Change

Tracey Ryniec

Bull of the Day: Dycom Industries (DY)

AI infrastructure is red hot.

DYPositive Net Change