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datacenter: Archive

Bryan Hayes

Bull of the Day: Hewlett Packard Enterprise (HPE)

This company remade itself into a genuine AI infrastructure and networking powerhouse.

HPENegative Net Change

Shaun Pruitt

Should Investors Chase the AI-Fueled Surge in Everpure (P) Stock?

Everpure (P) stock soared 11% on Thursday, finishing as the S&P 500's top gainer after the data-storage specialist unveiled a much stronger long-term growth outlook.

PPositive Net Change DELLPositive Net Change NTAPPositive Net Change HPENegative Net Change

Shaun Pruitt

Bloom Energy vs. Marathon Petroleum: Which Popular Energy Stock Is the Better Buy?

Bloom is capitalizing on soaring electricity demand from AI data centers, while Marathon is benefiting from robust refining margins.

MPCPositive Net Change BEPositive Net Change BAMPositive Net Change MPLXNegative Net Change

Shaun Pruitt

Micron vs. SanDisk: Comparing Two Red-Hot AI Memory Stocks

Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.

MUPositive Net Change SNDKPositive Net Change AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Andrew Rocco

Why Zacks Rank #1 Astera Labs is Primed for Growth

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

NVDAPositive Net Change NETNegative Net Change SPCXPositive Net Change METANegative Net Change ALABPositive Net Change

Bryan Hayes

Facebook-Parent Meta Surges Ahead of Connect 2026 Event

The reasons behind the latest rebound suggest this may be more than a relief rally.

METANegative Net Change

Shaun Pruitt

Should Investors Chase the AI-Fueled Rally in AMD or META Stock?

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

AMDPositive Net Change METANegative Net Change AAPLPositive Net Change NVDAPositive Net Change

Bryan Hayes

Tech Retakes Lead Heading into Q4: Stocks to Watch

The rotation back into tech stocks tells us that the earnings story continues to overwhelm slightly higher rates.

AMDPositive Net Change SNDKPositive Net Change

Andrew Rocco

Neocloud Boom: Comparing Nebius, CoreWeave, & IREN

Neocloud providers offer compelling "picks and shovels" investments, but not all are created equal.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change METANegative Net Change IRENNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Kevin Cook

Bull of the Day: AXT (AXTI)

Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth

AXTIPositive Net Change COHRPositive Net Change LITEPositive Net Change