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datacenter: Archive
AMD's Resurgence: Outpacing Nvidia in 2026
by Bryan Hayes
The perennial challenger's outperformance signals a structural shift.
AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing large-cap semiconductor tech-stocks
Bull of the Day: Baidu (BIDU)
by Bryan Hayes
Founded in 2000 as a search engine company, Baidu has evolved into a comprehensive AI powerhouse.
BIDUNegative Net Change
artificial-intelligence cloud-computing datacenter earnings internet internet-content investing large-cap self-driving-cars tech-stocks
Taiwan Semi (TSM): 3 Equations to Launch the Stock
by Kevin Cook
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
artificial-intelligence automation autonomous-vehicles cloud-computing datacenter robotics self-driving-cars semiconductor
Nasdaq Plays Catch-Up: Is the Tech-Heavy Index Ready to Breakout?
by Bryan Hayes
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
artificial-intelligence datacenter earnings inflation investing large-cap semiconductor tech-stocks
Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead
by Andrew Rocco
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
artificial-intelligence cloud-computing datacenter
NVIDIA Rubin Wreckage: Modine and Credo
by Kevin Cook
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
artificial-intelligence autonomous-vehicles cloud-computing datacenter self-driving-cars semiconductor
How to Identify Stock Market Winners Early in 2026
by Bryan Hayes
These three triggers can help narrow down the investment universe to stocks with the best profit potential.
WDCNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing tech-stocks
Bull of the Day: Western Digital (WDC)
by Bryan Hayes
AI-powered storage markets are exploding, and this leading company is taking full advantage of the trend.
WDCNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics investing tech-stocks
Here Are the Top-Performing S&P 500 Stocks From 2025
by Bryan Hayes
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
artificial-intelligence cloud-computing communications datacenter earnings investing tech-stocks
Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
by Shaun Pruitt
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
artificial-intelligence cloud-computing datacenter e-commerce earnings investing large-cap magnificent-7 software tech-stocks