data center

BlockchAIn LLC partners with Supermicro for AI data center hardware ahead of Signing Day Sports merger, leveraging 40 MW South Carolina facility.

Russell 2000 outpaces S&P 500 in 2026, up 4.3% YTD. Fed rate cuts and domestic policy favor small-caps with floating-rate debt.

Oracle reports Q3 results with expectations for 20% revenue growth and 86% cloud infrastructure expansion, but stock down 60% from peaks amid AI spending concerns.

Swedish construction firm Skanska wins $191M contract to build US data center, with construction starting Q1 2026 and completion targeted for Q3 2027.

Tigress Financial raises Nvidia price target to $360, implying 102% upside. Analyst projects $406B revenue and $201B operating profit despite valuation concerns.

Alphabet's diversified revenue model positions it for superior long-term returns versus Nvidia, whose 91% data center reliance creates vulnerability to AI spending cycles.

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.