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infrastructure: Archive
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.
SNDKPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing 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.
JBLPositive Net Change
artificial-intelligence automation datacenter earnings electronics infrastructure investing tech-stocks
Is Micron Technology (MU) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Micron is benefitting from the rapidly expanding AI-driven memory and storage markets.
MUPositive Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing semiconductor tech-stocks
Spring Rally Looms as Tech Retakes Baton: Stocks to Watch
by Bryan Hayes
The fundamental and seasonal ingredients for a spring rally appear to be aligning.
NVDAPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing consumer-staples datacenter earnings infrastructure interest-rate investing semiconductor tech-stocks utilities
Vertiv Holdings: Powering the AI Boom with Critical Infrastructure Solutions
by Bryan Hayes
This stock has risen nearly 25% this year alone amid broadening recognition of its role in the AI ecosystem.
VRTNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics infrastructure investing semiconductor tech-stocks
Aviation Leader Harnesses Aerospace Tailwinds as Stock Surges 170%
by Bryan Hayes
A specialized player in aviation leasing and aerospace products, this stock has emerged as a standout performer.
FTAINegative Net Change
aerospace artificial-intelligence datacenter earnings infrastructure investing space
2 Microcap Value Plays
by Mark Zinski
AXR and GENC appear undervalued.
GENCNegative Net Change AXRNegative Net Change
construction home-builder housing infrastructure real-estate small-cap undervalued-stocks
Bear of the Day: Generac (GNRC)
by Kevin Cook
A quiet year for power outages kept sales flat in 2025, and dropped EPS, but focus is on datacenter opportunity
GNRCNegative Net Change AEPNegative Net Change ORCLPositive Net Change BEPositive Net Change BNNegative Net Change
alt-energy artificial-intelligence datacenter energy infrastructure
AMD's Resurgence: Outpacing Nvidia in 2026
by Bryan Hayes
The perennial challenger's outperformance signals a structural shift.
AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing large-cap semiconductor tech-stocks
Chevron Highlights Stocks to Consider if Venezuela's Oil Industry is Revived
by Shaun Pruitt
The energy sector is catching investors' attention as we begin 2026, with crude oil prices spiking following the capture and extradition of Venezuelan President Nicolas Maduro to the United States
CVXPositive Net Change HALPositive Net Change VLOPositive Net Change SLBPositive Net Change COPPositive Net Change
earnings infrastructure investing large-cap oil-energy