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datacenter: Archive
Checking in On Red Hot AI Infrastructure Stocks
by Derek Lewis
The AI infrastructure stocks have been the story of 2026, delivering massive gains on the back of their bright outlooks thanks to the massive amounts of capital being poured out for the buildout.
MUPositive Net Change SNDKPositive Net Change VRTNegative Net Change
artificial-intelligence datacenter tech-stocks
Bull of the Day: Viavi Solutions (VIAV)
by Kevin Cook
Wall Street analysts were way behind on this growth story, but the Zacks Rank gave a double between quarters
VIAVNegative Net Change AEHRPositive Net Change
aerospace artificial-intelligence datacenter defense electronics semiconductor
Buy the Dip in Nvidia Stock off of Record Highs as Q1 Earnings Approach?
by Shaun Pruitt
Ahead of its Q1 report on Wednesday, May 20, Nvidia stock has pulled back roughly 6% from its recent record high of $236 a share (post-split basis),
NVDAPositive Net Change AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change CBRSNegative Net Change
artificial-intelligence datacenter earnings investing large-cap semiconductor tech-stocks
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk?
by Shaun Pruitt
Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).
NVDAPositive Net Change AMZNPositive Net Change
artificial-intelligence datacenter earnings investing large-cap semiconductor tech-stocks
IREN: Power & Partnerships Fuel AI Growth
by Andrew Rocco
As the physical layer of the AI revolution becomes the primary bottleneck of growth, IREN Limited has successfully re positioned itself from a crypto miner to a vital infrastructure provider.
NVDAPositive Net Change IRENPositive Net Change
artificial-intelligence datacenter
Data Center Trends Lead to Record Results for These 3 Companies
by Derek Lewis
The AI buildout continues to benefit many companies, with these three posting record results while also delivering bullish guidance thanks to the favorable trends.
IRMPositive Net Change CSCONegative Net Change NVTPositive Net Change
artificial-intelligence datacenter earnings tech-stocks
Bull of the Day: nVent Electric (NVT)
by Derek Lewis
nVent recently posted record-breaking results, posting all-time company records across sales, orders, and backlog, leading to a full-year guidance upgrade.
NVTPositive Net Change
datacenter tech-stocks
Bull of the Day: Western Digital (WDC)
by Bryan Hayes
In a year where AI reshaped the technology landscape, few companies captured the momentum quite like Western Digital.
WDCPositive Net Change
artificial-intelligence datacenter earnings investing tech-stocks
Option Spread Trade on Leading AI Stock Offers 32% Return Potential
by Bryan Hayes
Regardless of whether KLAC increases in price, remains flat, or even loses 5% from our entry, this option spread trade will produce a 32.7% return.
KLACPositive Net Change
artificial-intelligence datacenter earnings options semiconductor tech-stocks
Buy the Surge in Sterling Infrastructure Stock After Record Q1 Results?
by Shaun Pruitt
Sterling Infrastructure (STRL) has been a notable standout of this week's earnings lineup, seeing its stock surge nearly 70% since delivering blowout Q1 results on Monday evening.
STRLPositive Net Change
artificial-intelligence datacenter earnings industrial-products infrastructure