MarketPulse

AI data centers

164 articles
The Motley FoolThe Motley Fool··Geoffrey Seiler

Memory and Semiconductor Stocks Offer Growth Opportunities Amid AI Infrastructure Expansion

Storage and semiconductor stocks like SanDisk and TSMC offer growth potential from surging AI infrastructure demand, with distinct valuations for different investor profiles.
SNDKTSMvaluationAI data centers
The Motley FoolThe Motley Fool··Matt Dilallo

Energy Transfer Leverages Infrastructure Investments to Drive Distribution Growth

Energy Transfer plans $5-5.5B infrastructure investments, including the $5.6B Transwestern Pipeline, targeting 3-5% annual distribution growth with strong demand from power and data center sectors.
ETETpIpassive incomeleverage ratio
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia Commands Analyst Attention as Top AI Play, Eyes 37% Upside

Nvidia commands analyst attention as top AI play with 37% upside potential. Consensus price target of $253.62 reflects bullish outlook on AI infrastructure spending.
NVDAcapital expenditurerevenue growth
The Motley FoolThe Motley Fool··Geoffrey Seiler

SanDisk Valuation Pullback Reflects Market Opportunity in Memory Shortage

SanDisk dropped 14% from February peak but strong fundamentals—61% revenue growth, expanding margins—suggest pullback may offer buying opportunity amid AI-driven memory shortage.
SNDKWDCsemiconductor shortageAI data centers