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infrastructure: Archive
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
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
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
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.
MUNegative 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.
NVDANegative Net Change ORCLNegative 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.
GENCPositive 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 AEPPositive Net Change ORCLNegative Net Change BENegative 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.
AMDNegative Net Change NVDANegative Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing large-cap semiconductor tech-stocks