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datacenter: Archive
Micron Stock Slips Despite Blowout Earnings, Upbeat Guidance
by Bryan Hayes
Post-earnings pullbacks after monster beats often create attractive re-entry points.
MUNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing tech-stocks
Is Micron Technology (MU) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Micron is benefitting from the rapidly expanding AI-driven memory and storage markets.
MUNegative Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing semiconductor tech-stocks
Moving Past Geopolitical Tensions: Why Stocks Are Poised for a Strong Recovery
by Bryan Hayes
History and current fundamentals suggest this Iran-related volatility is likely another chapter in the long pattern of markets looking past conflicts.
NVDANegative Net Change
artificial-intelligence autonomous-vehicles datacenter earnings investing robotics self-driving-cars semiconductor tech-stocks
Bull of the Day: Silicon Motion (SIMO)
by Kevin Cook
SIMO is your stealth NAND flash play projected to grow sales 43% and EPS 63% this year
SIMOPositive Net Change STXPositive Net Change MUNegative Net Change SNDKPositive Net Change
artificial-intelligence automation cloud-computing datacenter semiconductor
Why NVDA, META, & MSFT are Betting Billions on NBIS
by Andrew Rocco
With a slew of multi-billion deals and revenue projections reaching triple-digit growth, Nebius has solidified itself as the leading AI infrastructure company.
AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change NBISPositive Net Change
artificial-intelligence cloud-computing datacenter
Spring Seasonality and AI Productivity Gains Set to Boost Stocks
by Bryan Hayes
As AI moves from experimental pilots to scaled deployment, it should drive higher corporate earnings and expanded margins.
SPYNegative Net Change
artificial-intelligence cloud-computing communications computers datacenter earnings investing semiconductor software tech-stocks
Bull of the Day: Micron (MU)
by Andrew Rocco
With its AI memory capacity already sold out through 2026, Micron has solidified itself as a high-growth powerhouse at the heart of the AI revolution.
INTCPositive Net Change AMDPositive Net Change MSFTNegative Net Change MUNegative Net Change NVDANegative Net Change
artificial-intelligence datacenter
Spring Rally Looms as Tech Retakes Baton: Stocks to Watch
by Bryan Hayes
The fundamental and seasonal ingredients for a spring rally appear to be aligning.
NVDANegative Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing consumer-staples datacenter earnings infrastructure interest-rate investing semiconductor tech-stocks utilities
Bull of the Day: Sterling Infrastructure, Inc. (STRL)
by Benjamin Rains
Sterling is riding growth across AI data centers, reshoring, and beyond. STRL more than quadrupled its EPS between 2020 and 2025 and doubled its revenue, and it's set to grow sales and earnings by 25% in 2026.
NVDANegative Net Change STRLPositive Net Change
artificial-intelligence construction datacenter
Nebius: Why NVIDIA's $2B Bet Cements its AI Leadership
by Andrew Rocco
Nebius is solidifying its status as the backbone of the next industrial revolution following a massive $2 billion investment and strategic partnership with NVIDIA.
MSFTNegative Net Change NVDANegative Net Change METANegative Net Change NBISPositive Net Change
artificial-intelligence datacenter