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datacenter: Archive
Alphabet and NVIDIA: The Biggest Mag 7 Winners This Earnings Season
by Derek Lewis
NVIDIA and Alphabet delivered some of the biggest highlights from the Mag 7 group in the Q1 earnings cycle, with Google Cloud sales showing bullish acceleration while NVIDIA's Data Center results again broke records.
MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing datacenter earnings tech-stocks
Nvidia Reinforces Bullish Outlook with Strong Q1, Buybacks, & Dividend Increase
by Shaun Pruitt
Posting surging revenue and earnings growth in Q1, Nvidia also reinforced confidence in its long-term trajectory by raising its dividend and expanding shareholder returns through stock buybacks.
NVDANegative Net Change
artificial-intelligence datacenter earnings investing large-cap magnificent-7 semiconductor tech-stocks
Checking in On Red Hot AI Infrastructure Stocks
by Derek Lewis
The AI infrastructure stocks have been the story of 2026, delivering massive gains on the back of their bright outlooks thanks to the massive amounts of capital being poured out for the buildout.
MUNegative Net Change SNDKNegative Net Change VRTNegative Net Change
artificial-intelligence datacenter tech-stocks
Bull of the Day: Viavi Solutions (VIAV)
by Kevin Cook
Wall Street analysts were way behind on this growth story, but the Zacks Rank gave a double between quarters
VIAVNegative Net Change AEHRNegative Net Change
aerospace artificial-intelligence datacenter defense electronics semiconductor
Buy the Dip in Nvidia Stock off of Record Highs as Q1 Earnings Approach?
by Shaun Pruitt
Ahead of its Q1 report on Wednesday, May 20, Nvidia stock has pulled back roughly 6% from its recent record high of $236 a share (post-split basis),
NVDANegative Net Change AMZNNegative Net Change AMDNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change CBRSNegative Net Change
artificial-intelligence datacenter earnings investing large-cap semiconductor tech-stocks
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk?
by Shaun Pruitt
Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).
NVDANegative Net Change AMZNNegative Net Change
artificial-intelligence datacenter earnings investing large-cap semiconductor tech-stocks
IREN: Power & Partnerships Fuel AI Growth
by Andrew Rocco
As the physical layer of the AI revolution becomes the primary bottleneck of growth, IREN Limited has successfully re positioned itself from a crypto miner to a vital infrastructure provider.
NVDANegative Net Change IRENNegative Net Change
artificial-intelligence datacenter
Data Center Trends Lead to Record Results for These 3 Companies
by Derek Lewis
The AI buildout continues to benefit many companies, with these three posting record results while also delivering bullish guidance thanks to the favorable trends.
IRMPositive Net Change CSCOPositive Net Change NVTNegative Net Change
artificial-intelligence datacenter earnings tech-stocks
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