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datacenter: Archive
AI Memory Bottleneck? These ETFs Let You Buy All the Winners
by Aparajita Dutta
AI's memory bottleneck is fueling a hardware boom. These ETFs offer diversified exposure to leading memory and storage firms riding the surge.
STXNegative Net Change MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change DRAMNegative Net Change HBMXNegative Net Change
artificial-intelligence computers datacenter etfs tech-stocks
Jabil (JBL) Surges After Delivering AI-Fueled Earnings Beat
by Bryan Hayes
Jabil remains one of the better-positioned names in the picks-and-shovels layer of the AI trade.
JBLNegative Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing tech-stocks
Bull of the Day: Bloom Energy (BE)
by Kevin Cook
Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers
BENegative Net Change AEPPositive Net Change ORCLNegative Net Change BAMPositive Net Change GNRCNegative Net Change
alt-energy artificial-intelligence biofuels cloud-computing datacenter energy
Why Warsh's Debut Could Surprise the Doves - and Two Rate-Sensitive Stocks Poised to Benefit
by Bryan Hayes
There's a real chance Warsh sounds more dovish than the hawkish consensus expects.
TENegative Net Change PLDPositive Net Change
artificial-intelligence batteries datacenter earnings finance inflation infrastructure interest-rate investing real-estate reit
Is Jabil (JBL) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Jabil serves as a silent partner behind many of the world's most recognizable brands.
JBLNegative Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing stock-performance tech-stocks
Bull of the Day: Hewlett Packard (HPE)
by Shaun Pruitt
Hewlett Packard (HPE) remains a relatively overlooked beneficiary of enterprise AI infrastructure spending.
HPEPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing large-cap tech-stocks
After a Record-Breaking Debut, Is There Still Room to Run in SpaceX?
by Bryan Hayes
The bull case rests less on the rockets that made SpaceX famous and more on the quieter business orbiting overhead.
SPCXNegative Net Change
aerospace artificial-intelligence batteries datacenter earnings investing large-cap robotics space tech-stocks
Buy the Dip in Oracle Stock After Record Q4 Results?
by Shaun Pruitt
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 MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing datacenter earnings investing large-cap software tech-stocks
Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise
by Bryan Hayes
When we actually look at what the Fed cares about, the picture inverts completely.
MCHPNegative Net Change FLEXNegative Net Change
artificial-intelligence datacenter earnings electronics inflation interest-rate investing oil-energy semiconductor tech-stocks
Bull of the Day: Ultra Clean Holdings (UCTT)
by Shaun Pruitt
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.
UCTTNegative Net Change INTCNegative Net Change MUNegative Net Change LRCXNegative Net Change AMATNegative Net Change TSMNegative Net Change
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks