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datacenter: Archive
What's Driving the Insane Rally in Chip Stocks & ETFs?
by Neena Mishra
Chip stocks are among the biggest beneficiaries of the AI boom.
GOOGNegative Net Change AMZNNegative Net Change INTCNegative Net Change AMDNegative Net Change MSFTNegative Net Change MUNegative Net Change NVDANegative Net Change TSMNegative Net Change TSLANegative Net Change SMHNegative Net Change SOXXNegative Net Change XSDNegative Net Change METANegative Net Change
autonomous-vehicles cloud-computing communications computers cybersecurity datacenter electric-vehicles etfs fang robotics software tech-stocks
Is Corning (GLW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
The company's focus on AI integration bodes well for long-term growth.
GLWNegative Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing stock-performance tech-stocks telecom
Bull of the Day: Sandisk (SNDK)
by Bryan Hayes
The memory market is in a classic upcycle where demand for AI workloads is outstripping supply.
SNDKNegative Net Change
artificial-intelligence computers datacenter earnings investing tech-stocks
Texas Instruments & IBM's Q1 Reports were Crucial to Market Sentiment
by Shaun Pruitt
As the Q1 earnings season progresses, Texas Instruments and IBM have provided a pivotal moment that has reconfirmed market sentiment more than reshaped it.
TXNNegative Net Change IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change
artificial-intelligence datacenter investing large-cap semiconductor software tech-stocks
AI Memory Giant Hits All-Time High Amid Soaring Demand
by Bryan Hayes
This company is positioned to capture a disproportionate share of the coming storage spending wave.
SNDKNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing tech-stocks
Bull of the Day: Bloom Energy (BE)
by Kevin Cook
Analysts have been way behind on this off-grid energy datacenter growth story and the deals keep popping
BENegative Net Change CATNegative Net Change AEPPositive Net Change ORCLNegative Net Change GEVNegative Net Change
alt-energy artificial-intelligence datacenter energy
Bet on Peace? Why Investors Should Fade Iran Conflict Fears
by Andrew Rocco
As we move into the second half of April, a period historically favored by bulls, the convergence of technical momentum, cooling oil prices, and contrarian "Fear" readings suggests the path of least resistance remains higher.
ORCLNegative Net Change USOPositive Net Change BENegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence datacenter defense investing
Semiconductors Lead Rally: Broadcom, Marvell Breakout
by Bryan Hayes
When a group of high-quality semiconductor companies breaks out together, it signals the underlying secular drivers are reasserting themselves.
MRVLNegative Net Change AVGONegative Net Change
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks
Key AI Infrastructure Stock Bucks Market's Downtrend in 2026
by Bryan Hayes
This stock is quietly delivering consistent outperformance, even when the broader technology landscape feels unsettled.
JBLNegative Net Change
artificial-intelligence automation datacenter earnings electronics infrastructure investing tech-stocks
Bull of the Day: Lumentum (LITE)
by Kevin Cook
Since blow out beat-and-raise quarter, NVIDIA invests $2B and price targets rise from $550 to $750
LITEPositive Net Change NVDANegative Net Change COHRNegative Net Change
artificial-intelligence cloud-computing datacenter semiconductor