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datacenter: Archive

Bryan Hayes

Jabil (JBL) Surges After Delivering AI-Fueled Earnings Beat

Jabil remains one of the better-positioned names in the picks-and-shovels layer of the AI trade.

JBLNegative Net Change

Kevin Cook

Bull of the Day: Bloom Energy (BE)

Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers

BEPositive Net Change AEPNegative Net Change ORCLNegative Net Change BAMNegative Net Change GNRCPositive Net Change

Bryan Hayes

Is Jabil (JBL) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Jabil serves as a silent partner behind many of the world's most recognizable brands.

JBLNegative Net Change

Shaun Pruitt

Bull of the Day: Hewlett Packard (HPE)

Hewlett Packard (HPE) remains a relatively overlooked beneficiary of enterprise AI infrastructure spending.

HPENegative Net Change

Bryan Hayes

After a Record-Breaking Debut, Is There Still Room to Run in SpaceX?

The bull case rests less on the rockets that made SpaceX famous and more on the quieter business orbiting overhead.

SPCXNegative Net Change

Shaun Pruitt

Buy the Dip in Oracle Stock After Record Q4 Results?

Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.

ORCLNegative Net Change AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Bryan Hayes

Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise

When we actually look at what the Fed cares about, the picture inverts completely.

MCHPNegative Net Change FLEXNegative Net Change

Shaun Pruitt

Bull of the Day: Ultra Clean Holdings (UCTT)

Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.

UCTTPositive Net Change INTCPositive Net Change MUPositive Net Change LRCXPositive Net Change AMATPositive Net Change TSMPositive Net Change

Derek Lewis

Data Center Power Demands Push This Dividend Aristocrat to All Time Highs

Increasing power demands stemming from the data center buildout have led to record-breaking quarterly results from Caterpillar, with shares benefiting in a big way.

CATPositive Net Change ETNPositive Net Change VRTPositive Net Change