AI data centers

Huaqin Co. Ltd. surged 14% on Hong Kong IPO debut, raising HK$4.46 billion. The Chinese electronics manufacturer reported 55% revenue growth to 171 billion yuan, powered by booming AI infrastructure demand.

Texas pipe services firm Perma-Pipe benefits from Middle East rebuilding and AI data center expansion, posting 33% revenue and 89% earnings growth with Saudi Aramco approval.

NuScale Power stock has declined 22% in 2026 despite a 40% recent surge. Upcoming May earnings and June investor presentation could clarify progress on five tech NDAs and AI data center demand.

NuScale and Oklo pursue divergent SMR strategies. NuScale targets utility-scale with 77 MW reactors at $4B valuation; Oklo focuses on AI data centers with smaller designs at $11B, boosted by Sam Altman's involvement.

Trump administration's energy dominance policy, geopolitical tensions, and AI data center demand create opportunities in U.S. LNG and nuclear sectors.

$VST drops 25% on regulatory fears but offers buying opportunity with nuclear assets, tech company PPAs, and Cogentrix acquisition fueling AI infrastructure growth.

NextEra Energy beats Dominion on dividend reliability despite offering lower yield, thanks to consistent track record of meeting growth targets versus Dominion's history of broken promises.

Iridium soared 22% after Amazon's $11B Globalstar acquisition reignited investor appetite for satellite communications, validating the sector's strategic importance.

EOS Energy stock surged 26.5% following a power solutions partnership with TURBINE-X Energy targeting AI data centers, though analysts question if gains are justified given flat quarterly revenue.

Constellation Energy has fallen 28% from its 52-week high amid regulatory pressures and guidance misses, though valuation compression and AI partnerships offer potential recovery opportunities.

CoreWeave secures $21B Meta contract through 2032, boasts $88B revenue backlog. GPU infrastructure provider plans massive capacity expansion amid AI computing surge.

Navitas Semiconductor surged 438% on AI data center demand, but unprofitability extends through 2028 and its 42x price-to-sales multiple leaves little room for error.

Micron Technology could reach $1 trillion valuation by 2030 as AI-driven memory demand surges, trading at steep discount versus peers.

Applied Digital posts 120% revenue growth and $16B in contracted commitments, but grapples with negative free cash flow and $2.8B debt amid AI infrastructure buildout.

Credo Technology surged 18.73% after announcing $750M DustPhotonics acquisition, targeting $500M optical revenue by fiscal 2027.

Bloom Energy's hydrogen fuel cells power AI data centers with a $20B backlog, but turning $10K into $1M would require unrealistic 100x gains.

Supply chain disruptions delay over half of U.S. data center projects, boosting valuations for established operators like $IREN, $CIPHER, and $NEBIUS.

Cameco and Oklo positioned to benefit from AI-driven nuclear power demand surge, with IAEA projecting 2.6x capacity expansion by 2050.

Oklo Inc., a small modular reactor developer, trades down 40% since 2026 amid $10 trillion nuclear expansion driven by AI data centers. Existing tech deals position it for growth.

AI data centers' surging power demands fuel $10 trillion nuclear opportunity. Oklo's small modular reactors edge NuScale's utility-scale focus for tech infrastructure needs.