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datacenter: Archive
Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise
by Bryan Hayes
When we actually look at what the Fed cares about, the picture inverts completely.
MCHPNegative Net Change FLEXNegative Net Change
artificial-intelligence datacenter earnings electronics inflation interest-rate investing oil-energy semiconductor tech-stocks
Bull of the Day: Ultra Clean Holdings (UCTT)
by Shaun Pruitt
Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.
UCTTPositive Net Change INTCNegative Net Change MUNegative Net Change LRCXNo Net Change AMATPositive Net Change TSMNegative Net Change
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks
Data Center Power Demands Push This Dividend Aristocrat to All Time Highs
by Derek Lewis
Increasing power demands stemming from the data center buildout have led to record-breaking quarterly results from Caterpillar, with shares benefiting in a big way.
CATNegative Net Change ETNNegative Net Change VRTNegative Net Change
construction datacenter
Will Marvell Technology (MRVL) Really Become the Next Trillion-Dollar Stock?
by Shaun Pruitt
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
MRVLNegative Net Change MUNegative Net Change NVDANegative Net Change
artificial-intelligence datacenter electronics iot large-cap semiconductor tech-stocks
Broadcom Heads into Earnings as the Quiet Backbone of the AI Build-Out
by Bryan Hayes
Broadcom has beaten the Zacks Consensus EPS estimate in each of the trailing four quarters.
AVGONegative Net Change
artificial-intelligence datacenter earnings infrastructure large-cap semiconductor software tech-stocks
Is Broadcom (AVGO) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Shares are up over 30% year-to-date and are outperforming the major indexes.
AVGONegative Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing semiconductor software stock-performance tech-stocks
Bear of the Day: Akamai Technologies (AKAM)
by Kevin Cook
Growth pessimism persists as Goldman Sachs reiterates Strong Sell rating and $87 target after Q1 report
AKAMNegative Net Change
artificial-intelligence cloud-computing cybersecurity datacenter
AI Buildout Trends Keep This Company's Outlook Bright
by Derek Lewis
Many companies continue to benefit from demand driven by the AI frenzy, particularly in the data center buildout, including nVent Electric (NVT).
NVTNegative Net Change
datacenter
Bull of the Day: Micron Technology (MU)
by Shaun Pruitt
While Micron has already delivered monster gains for investors, the semiconductor leader still looks poised for further upside as AI spending continues to reshape the memory chip market.
MUNegative Net Change NVDANegative Net Change
artificial-intelligence datacenter earnings investing large-cap semiconductor tech-stocks
Dell Technologies Crushes Earnings: AI Buildout Remains Robust
by Derek Lewis
Dell Technologies' latest record-breaking results again helped confirm the robust trends stemming from the AI buildout, with the stock, along with SanDisk and Micron, now a top S&P 500 performer in 2026.
DELLPositive Net Change MUNegative Net Change SNDKPositive Net Change
artificial-intelligence datacenter earnings tech-stocks