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datacenter: Archive

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.

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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

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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.

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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.

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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.

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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.

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Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

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Bryan Hayes

Santa Claus Rally Begins Today: Stocks to Watch

The calendar is on the side of the bulls as the next week of trading tends to lean quite bullish.

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Bryan Hayes

Weekly Option Windfall: AI Communications Giant Flexes 30% Profit Potential

Regardless of whether CIEN increases in price, remains flat, or even loses 10%, our option spread trade will produce a 30% return.

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Bryan Hayes

Bull of the Day: Ciena Corp. (CIEN)

Few companies have captured the AI momentum quite like this networking specialist.

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