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datacenter: Archive

Bryan Hayes

Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?

Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.

MUNegative Net Change

Jeremy Mullin

Bull of the Day: Marvell Technology (MRVL)

This data infrastructure stock just pulled back despite an earnings beat, rising estimates, and accelerating AI driven growth.

MRVLNegative Net Change

Bryan Hayes

Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying

Oracle remains uniquely positioned within the enterprise AI infrastructure space.

ORCLPositive Net Change

Bryan Hayes

Western Digital, Sandisk Dominate AI-Driven Storage Gains

For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.

WDCNegative Net Change SNDKPositive Net Change

Shaun Pruitt

Buy the Spike in Marvell Technology Stock After Q3 Earnings?

Marvell Technology (MRVL) is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI.

MRVLNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Bryan Hayes

Bull of the Day: Vertiv Holdings (VRT)

This AI infrastructure provider boasts a rich partner base that includes the likes of Nvidia, Ballard Power Systems, Compass Datacenters, and Intel.

VRTNegative Net Change

Andrew Rocco

The Coming Energy Shock: How AI Data Centers will Reshape Power Needs

Electricity demand in the US is accelerating rapidly, and the early signs of a long-term power crisis are already visible.

MSFTNegative Net Change CEGPositive Net Change FSLRNegative Net Change BENegative Net Change METAPositive Net Change NXTNegative Net Change OKLONegative Net Change

Tracey Ryniec

Bull of the Day: Dycom Industries (DY)

AI infrastructure is red hot.

DYNegative Net Change