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datacenter: Archive
Dell's $95 Billion Backlog Answers the AI Question
by Bryan Hayes
The AI backlog alone now represents roughly 84% of last year's total company revenue.
DELLPositive Net Change
artificial-intelligence computers datacenter earnings infrastructure investing tech-stocks
Dell Reports Tuesday With Our Model Flashing Green
by Bryan Hayes
Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.
DELLPositive Net Change
artificial-intelligence computers datacenter earnings electronics investing tech-stocks
Buy Dell Technologies Stock Before Q2 Earnings as AI Server Demand Soars?
by Shaun Pruitt
Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
DELLPositive Net Change AMDPositive Net Change NVDAPositive Net Change SMCIPositive Net Change LNVGYPositive Net Change HPENegative Net Change
artificial-intelligence computers datacenter earnings investing large-cap tech-stocks
Is Palo Alto Networks (PANW) a 'Buy' Ahead of Earnings?
by Bryan Hayes
The company continues to benefit from higher cybersecurity priority as enterprises deploy AI.
PANWPositive Net Change
artificial-intelligence cybersecurity datacenter earnings investing software tech-stocks
Nvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?
by Shaun Pruitt
Nvidia stock has surged more than 7% on Thursday after the AI chip giant delivered another blockbuster quarterly report yesterday evening.
NVDAPositive Net Change GSPositive Net Change BXNegative Net Change BLKNegative Net Change KKRNegative Net Change BAMPositive Net Change APONegative Net Change
artificial-intelligence datacenter earnings investing large-cap semiconductor tech-stocks
Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?
by Shaun Pruitt
Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.
MRVLPositive Net Change AMZNNegative Net Change AMDPositive Net Change MSFTNegative Net Change NVDAPositive Net Change AVGOPositive Net Change GOOGLNegative Net Change ALABPositive Net Change
artificial-intelligence datacenter earnings electronics investing large-cap semiconductor tech-stocks
2 Strong Buy Stocks to Consider Before Earnings: Movado (MOV) and Nutanix (NTNX)
by Shaun Pruitt
With earnings season winding down, Movado Group (MOV) and Nutanix (NTNX) stand out as two highly ranked stocks worth watching ahead of their quarterly reports on Wednesday, August 26.
MOVPositive Net Change NTNXNegative Net Change
artificial-intelligence computers datacenter dividend-investing dividends earnings investing retail tech-stocks
Nvidia, PCE, and Warsh: The Week That Decides September
by Bryan Hayes
Three key events - arriving together this week - make this the most consequential stretch of the late summer.
NVDAPositive Net Change
artificial-intelligence datacenter earnings inflation interest-rate investing semiconductor tech-stocks
Bull of the Day: EnerSys (ENS)
by Tracey Ryniec
This energy solutions company has a P/E of just 14.
ENSPositive Net Change
artificial-intelligence datacenter
The Optical Shift: Why AAOI is Built for the AI Boom
by Andrew Rocco
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 NVDAPositive Net Change AAOIPositive Net Change
artificial-intelligence datacenter