AI data centers

BlackRock recommends rotating from Big Tech into AI energy stocks in 2026, citing 30-fold power demand growth. Top picks: Bloom Energy, Constellation Energy, GE Vernova.

CoreWeave's stock fell despite 110% Q4 revenue growth and $66.8B backlog, as $30-35B 2026 capex spending and debt concerns overshadow near-term guidance miss.

NuScale's regulatory monopoly in U.S. SMR market positions it uniquely to serve AI data centers' 24/7 power needs, with $1.3B cash buffer and TVA contract potential ahead despite Q4 earnings miss.

Vertiv stock surged 185% on AI momentum but requires unrealistic 5.3% perpetual growth to justify $100B valuation, creating significant downside risk.

Coherent surged 15% on Nvidia's $2B investment and multibillion-dollar optics deal, then retreated 6% as investors took profits near $299 52-week high.

Nvidia exits Arm and Applied Digital stakes, citing valuation concerns, while its $5B Intel investment doubles in two months, generating $5B unrealized gain.

Tower Semiconductor surged 11% on March 2 as Israeli stocks rallied amid geopolitical calm, with shares up 255% annually on AI data center demand.

Nvidia's partnerships with Coherent and Lumentum boosted those stocks 14-15%, while smaller optics firms nLIGHT and Applied Optoelectronics surged 20-21% on acquisition speculation.

Energy Transfer expects 9.2-11.7% EBITDA growth in 2026 from completed projects, oil prices, and AI data center demand, offering a 7.2% dividend yield with 3-5% annual increases.

Pre-revenue nuclear startup Oklo surges 97% on AI energy tailwinds but offers no dividends or revenue yet; investors should distinguish long-term technology bets from income strategies.

NextEra Energy's profitable nuclear and renewable portfolio outpaces PlugPower's hydrogen growth, offering established dividend returns versus emerging technology risks.

Micron stock surges 326% on AI demand with strong valuation metrics suggesting further upside potential through 2028 supply shortage.

SanDisk stock surges post-spinoff from Western Digital, driven by AI data center demand for NAND flash storage and favorable industry pricing dynamics.

Micron Technology surges on AI demand, with shares up 50% in 2026. Strong memory chip demand from data centers and constrained supply drive 57% revenue growth.

Silver rebounds to $88/oz from February lows as supply constraints and surging AI infrastructure demand drive prices higher, supported by industrial sector fundamentals.

Tower Semiconductor and Salience Labs partner to manufacture optical switches for AI data centers using silicon photonics technology, targeting commercial availability with ultra-low latency performance.

Major institutional investors significantly increased Amazon stakes in Q4 2025, betting on AWS's AI data center growth and cloud infrastructure dominance.

1492 Capital acquires 215,987 shares of Applied Optoelectronics for $7.53 million, making it their third-largest holding, betting on AI-driven data center demand.

NuScale Power stock plummeted 77% amid market concerns about small reactor viability, despite securing regulatory approval for a Romania project expected online in 2033.

Centrus Energy, sole U.S. HALEU producer, poised to benefit from nuclear expansion driven by AI data centers. Stock up 83% with $2.3B order backlog.