data center

AMD shares spike after strong earnings as AI demand spreads beyond Nvidia. Wall Street raises price targets, positioning the chipmaker as a 2026 winner.

Arm predicts CPU market leadership by 2030, with $15B CPU revenue and $25B total revenue by fiscal 2031, but supply constraints currently limit order fulfillment despite $2B in AGI CPU demand.

Nvidia faces intensifying competition from Amazon and Google's custom AI chips, though analysts remain bullish on its long-term dominance given market expansion.

Nvidia's $2.2B investment in AI data center operator Nebius is outperforming, with stock up 100% YTD and revenue projected to grow 5-7x to $7-9B by end-2026.

IREN secures $3.4B five-year managed AI cloud contract with NVIDIA, deploying 60MW of Blackwell GPU infrastructure in Texas.

Qualcomm shifts focus from smartphones to AI data centers and inference accelerators, gaining hyperscaler interest while trading at attractive 19x earnings valuation.

AMD accelerates AI infrastructure play with strong Q1 earnings and MI450 GPU launch, positioning for significant market share gains against NVIDIA.

AMD rallies 16%+ on robust AI data center earnings; SMCI gains 17% despite weak fundamentals. Nasdaq-100 must prove AI momentum isn't exhausted.

Super Micro Computer shares surge 17% after beating EPS at 84 cents versus 62 cents consensus, despite missing revenue guidance. Strong AI infrastructure demand drives bullish Q4 outlook.

Alphabet's Q1 results show Google Cloud surging 63% as AI focus shifts from hardware to software applications, narrowing the valuation gap with Nvidia.

Leopold Aschenbrenner's hedge fund scored 176% gains on Bloom Energy by predicting AI infrastructure needs. The fund now heavily positions Intel as its next major AI opportunity.

$ON reported robust Q1 earnings with 4.1% revenue growth and 30% sequential data center demand surge, but stock fell 5% in sell-the-news reaction. Analysts see buying opportunity.

Monolithic Power Systems surged 70% in 2026, beating NVIDIA and Broadcom. Q1 revenue reached $804M (+26% YOY); Q2 guidance of $900M far exceeded expectations.

$QCOM surges 50% on data center chip win with major hyperscaler; market pivots to AI narrative despite declining smartphone revenue.

1606 Corp. agrees to acquire majority stake in Sim Agro to build captive power and data center infrastructure for AI markets, with $4.2M cost reduction.

Analysts warn of significant downside for Marvell Technology and Navitas Semiconductor amid valuation concerns and sector transitions, despite bullish long-term outlooks.

SanDisk edges Micron as the better AI play with 251% YoY and 97% sequential revenue growth, despite higher valuation. Strategic focus on data center and edge AI positions it for stronger returns than Micron's diversified portfolio.

$NVDA regains $5 trillion market cap with potential to become world's first $10 trillion company within three years, driven by AI inference dominance.

Viavi Solutions stock surged 15% on Q3 earnings beat, with $407M revenue up 43% YoY, driven by data center and aerospace demand.

Nvidia posts $188B trailing revenue with 73% YoY growth; Intel at $53B despite 7% Q1 gains. GPU leadership drives divergence.