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datacenter: Archive
Bull of the Day: nVent Electric (NVT)
by Derek Lewis
nVent recently posted record-breaking results, posting all-time company records across sales, orders, and backlog, leading to a full-year guidance upgrade.
NVTNegative Net Change
datacenter tech-stocks
Bull of the Day: Western Digital (WDC)
by Bryan Hayes
In a year where AI reshaped the technology landscape, few companies captured the momentum quite like Western Digital.
WDCNegative Net Change
artificial-intelligence datacenter earnings investing tech-stocks
Option Spread Trade on Leading AI Stock Offers 32% Return Potential
by Bryan Hayes
Regardless of whether KLAC increases in price, remains flat, or even loses 5% from our entry, this option spread trade will produce a 32.7% return.
KLACNegative Net Change
artificial-intelligence datacenter earnings options semiconductor tech-stocks
Buy the Surge in Sterling Infrastructure Stock After Record Q1 Results?
by Shaun Pruitt
Sterling Infrastructure (STRL) has been a notable standout of this week's earnings lineup, seeing its stock surge nearly 70% since delivering blowout Q1 results on Monday evening.
STRLNegative Net Change
artificial-intelligence datacenter earnings industrial-products infrastructure
Bull of the Day: Comfort Systems (FIX)
by Tracey Ryniec
Shares soar to new highs on strong HVAC demand.
FIXNegative Net Change
artificial-intelligence business-services datacenter
Still Time to Pay Up for Micron & Sandisk Stock?
by Shaun Pruitt
Amid severe supply shortages, Micron and Sandisk have raised prices dramatically on critical memory products, fueling a stunning surge in their gross margins.
MUNegative Net Change SNDKNegative Net Change WDCNegative Net Change
artificial-intelligence computers datacenter earnings investing tech-stocks
CoreWeave: The Backbone of the AI Revolution
by Andrew Rocco
AI infrastructure leader CoreWeave has explosive revenue growth and a massive backlog.
AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change CRWVNegative Net Change
artificial-intelligence datacenter
Bull of the Day: Celestica Inc. (CLS)
by Benjamin Rains
Celestica is working directly with multiple AI hyperscalers, making it a pure-play investment in the ongoing AI buildout. CLS stock has soared, and it's projected to more than double its earnings and revenue between 2025 and 2027
NVDANegative Net Change CLSNegative Net Change
artificial-intelligence datacenter tech-stocks
Bull of the Day: Teradyne (TER)
by Kevin Cook
70% of revenue is now AI-related for this chip testing powerhouse that just grew EPS 241%
TERNegative Net Change
artificial-intelligence cloud-computing datacenter semiconductor
Will Microsoft's Upcoming Earnings Report Spark a Renewed Rally?
by Bryan Hayes
A recent change in tone appears to have put the pulls back in charge ahead of this week's release.
MSFTNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing large-cap magnificent-7 saas software tech-stocks