AI data centers

Three industrial stocks—Fluor, Waste Management, and USA Rare Earth—are positioned to outperform the S&P 500 in 2026, driven by AI infrastructure demand, defensive waste services growth, and critical minerals supply chain opportunities.

Aluminum prices surge above $3,540/ton amid Middle East supply disruptions and AI demand. Alcoa receives analyst upgrades as market tightening drives improved profit outlook.

Oracle stock fell 18% in 2026 despite record results; JPMorgan upgraded shares to Overweight with $210 target, citing attractive valuation after sell-off.

Nvidia invests $2 billion in Nebius, backing AI data center expansion with access to next-gen chips. Revenue expected to surge 531% to $3.35B in 2026.

AI data centers spark nuclear interest as NuScale and Oklo pursue small modular reactors. $2.2 trillion market opportunity faces significant technology and regulatory risks.

Stock indexes fell under 2% this week as Iranian tensions spiked oil prices. Tech giants like Amazon lost billions amid rising data center costs, while energy's small market weight limited its offset potential.

Nebius Group surged 333% annually with Wall Street projecting 36-58% further gains. The neocloud AI data center operator plans massive capacity expansion amid soaring infrastructure demand.

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.