data center

La Rosa Holdings pivots to AI infrastructure through proposed all-equity acquisition of Nvidia Cloud Partner Consensus Core, targeting 2+ gigawatts of North American capacity.

Nvidia, AMD, and Micron offer stronger investment fundamentals than prediction markets for AI exposure through established hardware demand and competitive advantages.

Class action lawsuit alleges Oracle misrepresented AI capabilities and capital expenditures between June-December 2025, claiming material investor deception.

AMD could reach $300 per share by 2026, driven by 35% revenue growth, MI450 chip launch, and major partnerships with Meta and OpenAI, despite recent 25% decline.

Marvell Technology shares surge 18% after reporting $2.2B in Q4 revenue with 22% YoY growth, driven by AI demand, with bullish Q1 2027 guidance of $2.4B revenue.

Marvell Technology projects FY2027 revenue exceeding $11B with 30%+ growth, followed by $15B by FY2028 as AI infrastructure spending accelerates.

Wedbush raises Nvidia price target to $300, implying 67% upside and potential $7.3T market cap, citing 75% data center revenue growth and conservative guidance.

AMD and Amazon, both trading near $200, emerge as top $1,000 investment picks amid AI boom, driven by GPU supply deals and cloud growth respectively.

$AVGO stock rallied after Q1 results showed $19.3B revenue, 29% YoY growth, with AI revenue hitting record $8.4B. Company guides Q2 at $22B.

Nebius secures approval for 1.2 GW Missouri data center, plans $16-20B capex with 60% pre-committed customer revenue, targeting $7-9B annualized revenue by end-2026.

$SMCI rallies 11.3% after blowout quarter with 122.8% revenue growth and $40B+ guidance, riding AI infrastructure wave.

Analysts project Nvidia to reach $285 by end of 2026, representing 58% upside, driven by dominant AI infrastructure position and strong data center growth tailwinds.

Credo Technology posts 201% YoY growth and 68.5% margins from AI infrastructure dominance, but $19B valuation and extreme customer concentration create significant downside risk.

Nvidia shows explosive 73% growth but trades at premium valuation; Amazon offers diversified revenue and cheaper valuation with accelerating AWS growth.

Dycom reports 34.4% revenue growth and record $9.5B backlog; Power Solutions acquisition positions company in data center sector with $6.85-7.15B fiscal 2027 guidance.

Digital Realty acquires Lisbon data center supporting 2.4 MW IT load, leveraging Portugal's Atlantic gateway position and subsea cable connectivity.

Nvidia's $68B Q4 revenue showcases AI dominance, yet flat year-to-date stock reflects investor concerns about growth sustainability and competitive pressure.

Broadcom stock surged 60% amid AI boom with 96% buy ratings from Wall Street, though it's pulled back 23% from peak. Earnings due March 4.

SanDisk stock surged 10% in February amid AI-driven memory shortages, gaining 1,000% over six months, though analysts doubt its sustainable competitive advantage.

Power Solutions International acquires MTL Manufacturing, a Wisconsin fabrication company, strengthening vertical integration and supply chain control in the data center equipment market.