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datacenter: Archive
Bull of the Day: Credo Technology (CRDO)
by Kevin Cook
Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical
CRDONegative Net Change NVDAPositive Net Change ORCLNegative Net Change ARMNegative Net Change COHRNegative Net Change
artificial-intelligence automation cloud-computing datacenter semiconductor
Santa Claus Rally Begins Today: Stocks to Watch
by Bryan Hayes
The calendar is on the side of the bulls as the next week of trading tends to lean quite bullish.
INTCNegative Net Change NVDAPositive Net Change AEMPositive Net Change
artificial-intelligence basic-materials datacenter earnings gold interest-rate investing large-cap precious-metals semiconductor tech-stocks
Weekly Option Windfall: AI Communications Giant Flexes 30% Profit Potential
by Bryan Hayes
Regardless of whether CIEN increases in price, remains flat, or even loses 10%, our option spread trade will produce a 30% return.
CIENNegative Net Change
artificial-intelligence cloud-computing communications datacenter earnings options tech-stocks
Bull of the Day: Ciena Corp. (CIEN)
by Bryan Hayes
Few companies have captured the AI momentum quite like this networking specialist.
CIENNegative Net Change
artificial-intelligence cloud-computing communications datacenter earnings investing software tech-stocks
Buy the Dip in Sterling Infrastructure (STRL) Stock for 2026?
by Shaun Pruitt
Many bucket lists of top stocks to consider for the new year may include Sterling Infrastructure (STRL), which has once again been one of the market's top performers in 2025.
STRLNegative Net Change
datacenter earnings industrial-products infrastructure internet investing
Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?
by Bryan Hayes
Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.
MUPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing semiconductor tech-stocks
Bull of the Day: Marvell Technology (MRVL)
by Jeremy Mullin
This data infrastructure stock just pulled back despite an earnings beat, rising estimates, and accelerating AI driven growth.
MRVLNegative Net Change
computers datacenter tech-stocks
Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying
by Bryan Hayes
Oracle remains uniquely positioned within the enterprise AI infrastructure space.
ORCLNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing large-cap software tech-stocks
Western Digital, Sandisk Dominate AI-Driven Storage Gains
by Bryan Hayes
For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.
WDCNegative Net Change SNDKNegative Net Change
artificial-intelligence cloud-computing datacenter earnings investing tech-stocks
Buy the Spike in Marvell Technology Stock After Q3 Earnings?
by Shaun Pruitt
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 AVGONegative Net Change
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks