AI data centers

Oklo stock surged 160% but fell 65% from peaks, despite zero revenue and $9.7B valuation. Meta deal looks promising, but regulatory delays and execution risks make it a risky bet.

Covalis invests $30.29M in Core Scientific as it shifts from crypto mining to AI data centers, with colocation revenue nearly tripling to $65M in 2025.

Three MLP pipeline stocks offer high dividend yields and stable cash flows amid rising natural gas demand from AI data centers.

Oil price volatility exposes AI data centers' fossil fuel dependency, accelerating investor interest in nuclear alternatives like Oklo and NuScale Power.

Aperture Investors' $25.59M stake in Ormat Technologies signals confidence as the geothermal company soars 54% annually on strong revenue growth and energy storage expansion.

TSM shares fell 4.11% Thursday as Middle East conflict threatens semiconductor material supplies and raises energy costs, potentially slowing AI data center expansion.

Micron doubles revenue and expands margins to 66% on AI demand, betting $200B to expand memory capacity by 2027. Current 11.5x P/E valuation looks attractive, but execution risks loom.

Bloom Energy stock surged 556% annually on AI data center demand, but $200 target faces headwinds: only $1.1M quarterly profit on $777M revenue at 16x sales valuation.

Broadcom launches industry's first 400G/lane optical DSP, doubling per-lane bandwidth to support next-generation AI infrastructure with up to 102.4T switching capacity.

Micron Technology stock rallies 4.82% after announcing expanded partnership with Applied Materials to accelerate AI memory chip development amid surging data center demand.

IREN Limited crashed 23.8% in February despite 59% revenue growth to $184.7M, as investors grew impatient for blockbuster partnerships like its November Microsoft deal.

Coatue Management exits $920M CoreWeave stake entirely over profitability concerns while boosting Netflix position to $1B+ following stock split.

Bloom Energy stock surges 602% on AI data center demand, backed by $20B backlog and $5B Brookfield deal, but 63x 2027 P/E valuation warrants profit-taking despite strong long-term prospects.

NuScale Power, the only U.S. firm with NRC-approved small modular reactor design, positions itself for AI data center demand amid $10 trillion nuclear opportunity.

Rising oil prices threaten Big Tech's AI data center margins as energy costs become the dominant operating expense. Repricing cloud services is risky in a competitive market.

Micron's sold-out 2026 HBM supply and early HBM4 production support $33 EPS projections, but DRAM inventory risks could derail the rerating narrative.

Encompass Capital Advisors acquired 21.5M T1 Energy shares, making it top fund holding. Stock surged 211% annually amid AI data center demand.

Oklo, the pre-revenue SMR developer that surged 645% since its May 2024 IPO, won't likely pay dividends within five years. Analysts caution investors not to expect meaningful income distributions.

Global E-House market projected to grow from $1.61B (2025) to $3.10B (2035) at 6.78% CAGR, driven by AI data centers and electric vehicles.

AI-driven bull market will likely end when infrastructure spending peaks and declines, echoing the 1999 internet bubble pattern, though underlying AI technology remains transformative.