data center

SoftBank plans 2026 IPO for AI-robotics venture Roze AI, targeting $100 billion valuation. Venture focuses on autonomous data center construction and infrastructure optimization.

Qualcomm stock rallies 10.96% after Q2 earnings beat $10.60B revenue and $2.65 EPS, buoyed by automotive growth and AI initiatives despite softer Q3 guidance.

MARA Holdings to acquire Long Ridge Energy & Power for $1.5B, boosting capacity 65% and adding $144M annual EBITDA.

Viavi Solutions surged 25% after-hours on Q3 earnings beat and bullish Q4 guidance, driven by strong data center and defense spending.

Intel reports strong Q1 2026 earnings with data center revenue surging 22% to $5B+. CEO highlights CPUs' critical role in AI infrastructure as GPU-to-CPU ratio approaches parity.

Rambus stock plummets 10.48% after Q1 EPS miss and weak Q2 guidance, despite beating revenue expectations.

$AXT soared 6,000% as dominant indium phosphide wafer supplier, but revenue fell and 38x price-to-sales ratio signals dangerous valuation disconnect.

TechEx North America 2026 brings together enterprise IT leaders at San Jose convention in May for AI, cybersecurity, cloud, and digital transformation discussions.

Marvell stock surges on major deals with Alphabet and Nvidia, but steep 43x forward P/E valuation raises concerns about long-term sustainability amid competitive pressures.

Intel's 2024 stock surge trails Nvidia's 73% revenue growth. Despite Intel's AI momentum, Nvidia's proven execution and superior margins make it the better long-term buy.

As Nasdaq hits all-time highs, $NVDA, $GOOGL, and $META emerge as leading AI plays, each offering unique infrastructure and distribution advantages in the booming artificial intelligence market.

AMD stock jumped 13.85% following an analyst upgrade to buy, as Intel's strong earnings signal robust AI chip demand that could boost AMD's pricing power and margins.

Texas Instruments surges 19% on strong data center growth of 90% YoY. Analog chip specialist benefits from AI infrastructure boom; analysts raise price targets to $250-$330.

Intel surges 27.6% on Q1 earnings beat, with AI revenue reaching 60% of sales and growing 40% yearly, while Q2 guidance more than doubles analyst estimates.

Broadcom positioned to outperform Nvidia in AI chips through 2026, gaining 16% YTD versus Nvidia's 7%, driven by custom XPU designs for Meta and Alphabet with $100B+ market opportunity by 2027.

Applied Digital stock surged 12.09% on a $7.5B, 15-year hyperscaler AI data center deal, boosting total contracted revenue to $23B and validating strong AI infrastructure demand.

Jim Cramer's Investing Club missed major gainers in 2024, with SanDisk surging 300% year-to-date. Memory, AI semiconductor, and infrastructure stocks led the list of opportunities.

VivoPower completes 41.5MW Norway data center acquisition, launches competitive bidding attracting AI operators seeking cheap renewable power.

Applied Digital shares surge 13% after landing $7.5B, 15-year hyperscaler lease deal, boosting total contracted revenue to $23B and diversifying customer base.

Marvell acquires Swiss photonics specialist Polariton to bolster AI data center capabilities, with stock trading at 52-week highs amid analyst upgrades.