data center

Nvidia stock could gain 74% to $300 by 2030 despite current 7% YTD decline, as CEO projects $1 trillion revenue from next-gen chips.

Applied Optoelectronics secures $53M+ order for 800G datacenter transceivers from major hyperscaler, with additional orders anticipated as AI infrastructure scales globally through 2026 and beyond.

$AMD could reach $2 trillion valuation by 2033 if sustaining 35% annual growth. 2025 results show 34% revenue growth, with AI chip launches planned.

Nvidia and Meta emerge as top AI stock picks for 2026, trading at reasonable 22x and 21x forward earnings while demonstrating exceptional growth and financial strength.

Microsoft, Nvidia, and Broadcom offer attractive valuations despite strong AI growth prospects, with Nvidia trading at 22x forward earnings amid 70% revenue growth projections.

Tigress Financial analyst raises $NVDA price target to $360, citing 92% GPU market dominance and $1 trillion Blackwell revenue potential through 2027.

Oracle faces securities fraud lawsuit alleging misstatements about AI data center capabilities and capital costs. Stock declined after Blue Owl Capital withdrew $10 billion funding commitment.

Nvidia could reach $322/share by 2026—a 77% gain—if Blackwell and Vera Rubin chips generate $1 trillion in revenue by 2027, though competitive threats and economic risks pose significant execution challenges.

Hyperscale Data declared monthly preferred stock dividends of $0.2708333 (Series D) and $0.20833 (Series E) per share, payable April 10, 2026, while planning Ault Capital Group divestiture in Q1 2027.

Nvidia trades at reasonable 22.5x forward P/E despite faster earnings growth, offering potential as AI chip market expands from $500B to $1T by 2030.

Broadcom and AMD offer superior AI upside potential through custom chips and inference GPUs, positioning them to capture growing market share from Nvidia.

Nvidia, Meta, and Alphabet emerge as compelling long-term AI investments, dominating chips, advertising, and diversified AI infrastructure respectively.

Nvidia CEO Jensen Huang projects $1T data center revenue through 2027, doubling his $500B forecast from five months prior, reflecting accelerating AI adoption momentum.

Broadcom and Marvell capitalize on custom AI chip demand. Broadcom leads with 60% market share and 106% AI growth; Marvell offers better valuation with doubling custom processor revenue.

Intelligent Protection Management reported Q4 2025 revenue of $6.1M with declining net losses and positive adjusted EBITDA, while completing strategic acquisitions and partnerships.

Jet AI announces $5M buyback as it shifts from aviation to AI data centers. Stock surges 11.8% on speculation, but execution risks loom for the $11M market cap firm.

Vanguard's tech ETF ($VGT) positioned to outperform S&P 500 in 2026 via AI and semiconductor exposure, extending 22-year outperformance streak.

Class action lawsuit filed against $ORCL alleging misleading statements about AI infrastructure strategy and capital expenditures between June-December 2025.

Nvidia surges on Feynman chip reveal and photonics investments. $4.3T valuation tested amid analyst consensus at $267.54.

POET Technologies surges 13.9% following strategic partnership with LITEON to develop AI optical modules, with prototypes expected late 2026.