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infrastructure: Archive
CoreWeave Has $99 Billion in Contracts. Tuesday Is About Whether It Can Afford to Deliver Them.
by Bryan Hayes
Investors have made clear they now want to see spending convert to cash.
CRWVPositive Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing tech-stocks
Time to Buy Nvidia or SpaceX Stock After Their AI Partnership?
by Shaun Pruitt
Nvidia and SpaceX are drawing attention after announcing a major partnership that will see SpaceX exclusively deploy Nvidia's next-generation AI hardware across its terrestrial and orbital computing infrastructure.
NVDANegative Net Change SPCXNegative Net Change
artificial-intelligence earnings infrastructure investing large-cap semiconductor space tech-stocks
Bandwidth Q2 Earnings Call Highlights AI Shift, 2026 Outlook Raised
by Zacks Equity Research
BAND highlights AI-driven communications growth, larger enterprise wins and raises 2026 outlook after strong Q2 results.
BANDNegative Net Change
earnings infrastructure
HURC vs. TWIN: Which Capital Equipment Stock Offers More Upside?
by Debanjana Dey
Hurco and Twin Disc target distinct equipment markets, but which capital equipment stock offers better long-term upside? Let's dive in.
TWINPositive Net Change HURCPositive Net Change
industrial-products infrastructure
Is Intel (INTC) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
The company delivered a staggering 997% average earnings surprise over the prior four quarters.
INTCPositive Net Change
artificial-intelligence datacenter earnings infrastructure investing semiconductor stock-performance tech-stocks
3 Affordable Business Services Stocks Now Rated Strong Buys
by Shaun Pruitt
Investors searching for overlooked value opportunities may find better risk-reward profiles among smaller business services companies with improving earnings outlooks.
GDOTPositive Net Change BBCPNegative Net Change PRTHNegative Net Change
business-services construction earnings fin-tech infrastructure investing payments
Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?
by Shaun Pruitt
While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.
MUPositive Net Change SNDKPositive Net Change JPMPositive Net Change AMDPositive Net Change MSFTNegative Net Change NVDANegative Net Change AVGONegative Net Change TSMPositive Net Change ANETPositive Net Change METAPositive Net Change
artificial-intelligence cloud-computing earnings inflation infrastructure interest-rate investing large-cap magnificent-7 semiconductor software tech-stocks
What xAI's Deals and X Money Mean for SpaceX Investors
by Bryan Hayes
X Money officially launched in late June for U.S. premium subscribers, offering enhanced benefits including an eye-popping 6% yield.
SPCXNegative Net Change
aerospace artificial-intelligence datacenter earnings fin-tech infrastructure investing space tech-stocks
Jabil (JBL) Surges After Delivering AI-Fueled Earnings Beat
by Bryan Hayes
Jabil remains one of the better-positioned names in the picks-and-shovels layer of the AI trade.
JBLPositive Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing tech-stocks
Why Warsh's Debut Could Surprise the Doves - and Two Rate-Sensitive Stocks Poised to Benefit
by Bryan Hayes
There's a real chance Warsh sounds more dovish than the hawkish consensus expects.
TEPositive Net Change PLDPositive Net Change
artificial-intelligence batteries datacenter earnings finance inflation infrastructure interest-rate investing real-estate reit