Back to top

datacenter: Archive

Bryan Hayes

AMD's Resurgence: Outpacing Nvidia in 2026

The perennial challenger's outperformance signals a structural shift.

AMDPositive Net Change NVDAPositive Net Change

Bryan Hayes

Bull of the Day: Baidu (BIDU)

Founded in 2000 as a search engine company, Baidu has evolved into a comprehensive AI powerhouse.

BIDUNegative Net Change

Kevin Cook

Taiwan Semi (TSM): 3 Equations to Launch the Stock

Sales, margins, and profits surge as insatiable demand for advanced node chips creates shortages until 2028

TSMPositive Net Change AAPLNegative Net Change NVDAPositive Net Change AVGONegative Net Change METAPositive Net Change

Bryan Hayes

Nasdaq Plays Catch-Up: Is the Tech-Heavy Index Ready to Breakout?

The themes we saw last year appear to be carrying over into 2026, a positive sign that this multi-year rally still has legs.

INTCNegative Net Change AMDPositive Net Change

Andrew Rocco

Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead

During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.

AMZNPositive Net Change MSNegative Net Change INTCNegative Net Change AMDPositive Net Change MSFTPositive Net Change IBMNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change ALABNegative Net Change NBISNegative Net Change CRWVPositive Net Change

Kevin Cook

NVIDIA Rubin Wreckage: Modine and Credo

Jensen's CES keynote unveiled the latest GPU system in production, but investors in cooling and cables panicked

NVDAPositive Net Change COHRNegative Net Change MODNegative Net Change VRTPositive Net Change CRDONegative Net Change

Bryan Hayes

How to Identify Stock Market Winners Early in 2026

These three triggers can help narrow down the investment universe to stocks with the best profit potential.

WDCNegative Net Change

Bryan Hayes

Bull of the Day: Western Digital (WDC)

AI-powered storage markets are exploding, and this leading company is taking full advantage of the trend.

WDCNegative Net Change

Bryan Hayes

Here Are the Top-Performing S&P 500 Stocks From 2025

The 3 top performers this year make up just 0.7% of the S&P 500 index weight combined.

WDCNegative Net Change MUPositive Net Change SNDKNegative Net Change

Shaun Pruitt

Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?

Although they are among the world's most profitable companies, the immense spending on various AI investments from the hyperscalers in the Mag 7 has been scrutinized.

AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METAPositive Net Change