AI data centers

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.

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.