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datacenter: Archive

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.

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Shaun Pruitt

Will Marvell Technology (MRVL) Really Become the Next Trillion-Dollar Stock?

Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".

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Bryan Hayes

Broadcom Heads into Earnings as the Quiet Backbone of the AI Build-Out

Broadcom has beaten the Zacks Consensus EPS estimate in each of the trailing four quarters.

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Kevin Cook

Bear of the Day: Akamai Technologies (AKAM)

Growth pessimism persists as Goldman Sachs reiterates Strong Sell rating and $87 target after Q1 report

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Derek Lewis

AI Buildout Trends Keep This Company's Outlook Bright

Many companies continue to benefit from demand driven by the AI frenzy, particularly in the data center buildout, including nVent Electric (NVT).

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Shaun Pruitt

Bull of the Day: Micron Technology (MU)

While Micron has already delivered monster gains for investors, the semiconductor leader still looks poised for further upside as AI spending continues to reshape the memory chip market.

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Derek Lewis

Dell Technologies Crushes Earnings: AI Buildout Remains Robust

Dell Technologies' latest record-breaking results again helped confirm the robust trends stemming from the AI buildout, with the stock, along with SanDisk and Micron, now a top S&P 500 performer in 2026.

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Shaun Pruitt

Will Marvell Technology Stock Keep Soaring as Q1 Results Approach?

Marvell Technology (MRVL) is scheduled to report Q1 results after-market hours on Wednesday, May 27, and expectations are running high following several quarters of explosive AI-driven growth.

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