MarketPulse

AI data centers

164 articles
The Motley FoolThe Motley Fool··Thomas Niel

EPD's 5.7% Yield Attracts Income Seekers as AI Boom Powers Energy Demand

Enterprise Products Partners ($EPD) offers a 5.7% yield with 29 years of dividend growth, capitalizing on AI data center demand for natural gas.
XOMEPDCVXnatural gasdividend growth
The Motley FoolThe Motley Fool··Harsh Chauhan

Western Digital's AI-Fueled Rally: 170% Surge Points to $851 Price Target

Western Digital surges 170% in 2026 on massive AI data center demand, with Q3 earnings up 97%. Analysts target $851 by 2028, implying 81% additional upside.
WDCearnings growthcloud infrastructure
The Motley FoolThe Motley Fool··Jason Hall

QuantumScape Targets AI Data Centers: Can Battery Pioneer Deliver on Commercialization?

QuantumScape pivots to AI data center power systems as commercialization approaches, though questions remain about execution and legitimacy versus trend-chasing.
ENPHQSVWAGYstock analysisAI data centers
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Arista Networks Surges on AI Chip Demand; Analysts See 32% More Upside Ahead

Arista Networks surged 41% in April on AI infrastructure technology wins. Analysts raised targets to $200, implying 32% additional upside.
METAMSFTGOOGGOOGLANETAI data centersanalyst upgrades
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Cipher Digital Signals Growth Push With Conference Tour Across Tech and Finance Events

Cipher Digital confirms participation in four major conferences through June 2026, signaling growth and capital markets engagement.
CIFRdata centersAI data centers
BenzingaBenzinga··Not Specified

IREN Powers Into Europe: $490M Nostrum Acquisition Doubles AI Infrastructure Reach

IREN acquires Spain's Nostrum Group, adding 490MW of power capacity and entering European market to serve surging AI infrastructure demand.
IRENacquisitioncloud computing
The Motley FoolThe Motley Fool··Jake Lerch

Major Advisor Dumps $3.4M Gorman-Rupp Stake as Valuation Hits 35x P/E

Aurora Investment Counsel sells $3.4M Gorman-Rupp stake as the cooling systems provider trades at elevated 35x P/E despite 137% two-year gain.
INTUETRGRCAI data centersSEC filing
The Motley FoolThe Motley Fool··Lee Samaha

Vertiv Surges 31% on AI Boom: Nvidia Partnership Powers Data Center Demand

Vertiv shares surged 31% in April on strong Q1 earnings and raised guidance, boosted by AI data center demand and expanded Nvidia partnership.
NVDAGEVVRTNVTinfrastructureearnings beat
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Navitas Semiconductor Gears Up for Major Investor Roadshow in May

Navitas Semiconductor leadership to meet investors at two major conferences in May 2026, including J.P. Morgan's flagship tech event.
NVTSinvestor conferenceAI data centers
The Motley FoolThe Motley Fool··Lee Samaha

GE Vernova Surges 71% as AI Power Boom Transforms Energy Sector

GE Vernova stock soared 71% in 2026 as AI hyperscalers drive massive power demand, with orders jumping 59-86% and backlog reaching 56 GW.
GEVhyperscalersearnings beat
The Motley FoolThe Motley Fool··Harsh Chauhan

Nvidia's $2B Bet on AI Cloud Provider Nebius Yields 57% Gain, Analyst Forecasts Tripling Potential

Nebius surges 57% following Nvidia's $2B investment, with $46B customer backlog and potential to triple by 2028 on aggressive AI infrastructure expansion.
NVDAMETAMSFTNBISagentic AIAI data centers
The Motley FoolThe Motley Fool··Jennifer Saibil

X-Energy Stock Surges 38% Post-IPO, But Nuclear Ambitions Face Long Road to Profitability

X-Energy IPO stock surged 38% following April 2026 debut, backed by Amazon's 5 GW nuclear deal. Company remains unprofitable with $390M losses; profitability uncertain until 2030.
SMROKLOAMZNXEsmall modular reactorsnuclear energy
BenzingaBenzinga··Erica Kollmann

Hut 8, Cipher Digital Stocks Surge on Massive AI Data Center Deals

Hut 8 and Cipher Digital stocks surge after announcing major AI data center lease deals worth billions, pivoting from cryptocurrency mining to high-performance computing infrastructure.
HUTCIFRhigh-performance computingAI data centers
The Motley FoolThe Motley Fool··Adam Spatacco

Poet Technologies Stock Plummets 70% Amid Marvell Dispute: A Speculative Bet on AI Infrastructure

Poet Technologies stock dropped 70% from highs following Marvell confidentiality dispute. Unprofitable startup offers AI data center promise but faces execution risks.
MRVLPOETsemiconductorAI data centers
The Motley FoolThe Motley Fool··Eric Trie

Cipher Mining Pivots to AI Data Centers, Surges 23% on $11.4B Revenue Pipeline

Cipher Mining ($CIFR) jumped 23.53% after announcing strategic shift to AI data centers, securing $200M credit facility and $11.4B contracted revenue despite weak Q1 results.
RIOTMARAAI data centersHPC infrastructure
The Motley FoolThe Motley Fool··Anders Bylund

Eaton Stumbles Despite Strong Q1: Guidance Caution Outweighs Beat

Eaton's strong Q1 beat fell flat as flat full-year guidance triggered 3.4% decline, reflecting elevated valuation concerns and management caution despite robust AI data center order backlog.
ETNvaluationguidance
BenzingaBenzinga··Lekha Gupta

Cipher Digital Surges on AI Data Center Wins Despite Missing Revenue Targets

Cipher Digital ($CIFR) jumped 8.44% after Q1 FY2026 results showed strong AI momentum and hyperscale tenant growth, despite posting net losses and revenue misses.
CIFRearnings missAI data centers
The Motley FoolThe Motley Fool··Rich Smith

Micron Stock Surges 11% on Game-Changing AI Data Center SSD Launch

Micron stock surges 11% on new 245TB AI data center SSD offering 84x better energy efficiency and 8.6x faster preprocessing speeds.
SNDKMUWDCSTXenergy efficiencyAI data centers
The Motley FoolThe Motley Fool··Adam Spatacco

Nvidia Partners With Oklo on Nuclear Power: Can AI Unlock the Data Center Energy Crisis?

Nvidia partners with Oklo and Los Alamos to accelerate advanced nuclear reactor development using AI, addressing data center energy constraints. Positive validation, but Oklo remains pre-revenue with multiyear regulatory risks.
OKLONVDAsmall modular reactorsnuclear power
The Motley FoolThe Motley Fool··Chris Neiger

Alphabet's $190B AI Bet Signals Semiconductor Boom for Nvidia, TSMC, Broadcom

Alphabet raises capex guidance to $180-$190B with plans for even higher 2027 spending, benefiting semiconductor suppliers Nvidia, TSMC, and Broadcom.
NVDAGOOGGOOGLTSMAVGOcapital expenditureAI infrastructure spending