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datacenter: Archive
What xAI's Deals and X Money Mean for SpaceX Investors
by Bryan Hayes
X Money officially launched in late June for U.S. premium subscribers, offering enhanced benefits including an eye-popping 6% yield.
SPCXPositive Net Change
aerospace artificial-intelligence datacenter earnings fin-tech infrastructure investing space tech-stocks
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
by Shaun Pruitt
Micron Technology delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the AI spending boom.
MUNegative Net Change
artificial-intelligence computers datacenter earnings investing large-cap semiconductor tech-stocks
Anthropic Deal, Memory Shortage: Tailwinds Ahead of Micron's Earnings
by Bryan Hayes
Today's swoon looks more like a gift than a warning for Micron investors.
MUNegative Net Change
artificial-intelligence cloud-computing datacenter earnings electronics investing semiconductor tech-stocks
3 Highly Ranked Alternative Energy Stocks to Buy Now
by Shaun Pruitt
Companies positioned across clean power generation, fuel-cell technology, natural gas transition assets, and renewable infrastructure are drawing increased attention as their earnings outlooks improve.
DECPositive Net Change BENegative Net Change CRGYNegative Net Change ORCLNegative Net Change BAMPositive Net Change
alt-energy artificial-intelligence datacenter dividend-investing dividends earnings investing oil-energy
AI Memory Bottleneck? These ETFs Let You Buy All the Winners
by Aparajita Dutta
AI's memory bottleneck is fueling a hardware boom. These ETFs offer diversified exposure to leading memory and storage firms riding the surge.
STXNegative Net Change MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change DRAMNegative Net Change HBMXNegative Net Change
artificial-intelligence computers datacenter etfs tech-stocks
Jabil (JBL) Surges After Delivering AI-Fueled Earnings Beat
by Bryan Hayes
Jabil remains one of the better-positioned names in the picks-and-shovels layer of the AI trade.
JBLNegative Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing tech-stocks
Bull of the Day: Bloom Energy (BE)
by Kevin Cook
Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers
BENegative Net Change AEPPositive Net Change ORCLNegative Net Change BAMPositive Net Change GNRCNegative Net Change
alt-energy artificial-intelligence biofuels cloud-computing datacenter energy
Why Warsh's Debut Could Surprise the Doves - and Two Rate-Sensitive Stocks Poised to Benefit
by Bryan Hayes
There's a real chance Warsh sounds more dovish than the hawkish consensus expects.
TENegative Net Change PLDPositive Net Change
artificial-intelligence batteries datacenter earnings finance inflation infrastructure interest-rate investing real-estate reit
Is Jabil (JBL) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Jabil serves as a silent partner behind many of the world's most recognizable brands.
JBLNegative Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing stock-performance tech-stocks
Bull of the Day: Hewlett Packard (HPE)
by Shaun Pruitt
Hewlett Packard (HPE) remains a relatively overlooked beneficiary of enterprise AI infrastructure spending.
HPENegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing large-cap tech-stocks