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data centers

345 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Nvidia's $3.2B Corning Investment Powers AI Boom—But Stock Valuation Raises Caution

Corning partners with Nvidia on $3.2B optical component deal for AI data centers. Stock surged 315% in 12 months, trading at 60x forward earnings amid strong fundamentals.
NVDAMETAGLWdata centersAI infrastructure
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Amazon's AI Bet: Why Free Cash Flow Could Turn Negative in 2026

Amazon's free cash flow expected to turn negative in 2026 as the company aggressively invests billions in AI data center infrastructure to compete in the booming cloud market.
AMZNdata centerscapital expenditure
The Motley FoolThe Motley Fool··Joe Tenebruso

IREN Soars 6% on $5.5B Nvidia Partnership for AI Infrastructure Buildout

IREN stock jumped 6.09% after securing a strategic partnership with Nvidia involving $2.1B investment and $3.4B in managed services over five years.
NVDAdata centerscloud computing
BenzingaBenzinga··Lekha Gupta

CoreWeave Crushes Q1 Revenue But Disappoints With Weak Q2 Outlook

CoreWeave beat Q1 revenue expectations but guided Q2 revenue below consensus, causing 7.33% premarket decline despite $99.4B backlog.
NVDAMETACRWVearningsdata centers
Investing.comInvesting.com··Michael Adeleke

Micron Stock Surges on AI Boom: Can Chipmaker Sustain 700% Rally?

Micron surges 700% annually on AI boom with $23.9B quarterly revenue and fully-booked HBM chips through 2026, yet trades at 11x forward earnings with execution risks.
NVDAAMDMUdata centersAI infrastructure
BenzingaBenzinga··Anusuya Lahiri

Broadcom Rebounds as $18B OpenAI Chip Deal Navigates Financing Hurdles

Broadcom rebounds after $18B OpenAI financing challenge, as Microsoft commitment to purchase 40% of initial chips remains structurally intact despite execution hurdles.
MSFTAVGOAI chipsdata centers
The Motley FoolThe Motley Fool··Matt Dilallo

Bloom Energy Surges 109% on Oracle Deal and Record Q1 Revenue Growth

Bloom Energy stock soared 109% in April on Oracle's massive fuel cell order and record Q1 results, though 20x revenue valuation prompts caution.
ORCLORCLpDBEBAMdata centersstrategic partnership
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Cipher Digital Signals Growth Push With Conference Tour Across Tech and Finance Events

Cipher Digital confirms participation in four major conferences through June 2026, signaling growth and capital markets engagement.
CIFRdata centersAI data centers
BenzingaBenzinga··Globe Newswire

GlobalFoundries Initiates Dividend, Pledges 50% FCF Returns in AI-Driven Growth Plan

GlobalFoundries announces first-ever $0.12 quarterly dividend and commits to returning up to 50% of trailing free cash flow to shareholders while pursuing AI-centric expansion.
GFSdata centerscapital allocation
Investing.comInvesting.com··Jeffrey Neal Johnson

Corning Surges on $500M Nvidia Warrant Deal, Plans Major U.S. Fiber Expansion

Nvidia invests $500M in Corning warrants, securing optical fiber and photonics supply for AI data centers. Corning plans major U.S. expansion, boosting stock past consensus targets.
NVDAGLWdata centersAI infrastructure
Investing.comInvesting.com··Thomas Hughes

DigitalOcean's AI-Powered Surge: Can 221% ARR Growth Justify 125X Valuation?

$DOCN rallies on 22% Q1 revenue growth and 221% ARR surge. Guidance raised to 50%+ growth, but 125X valuation and institutional selling raise correction risks.
DOCNdata centerscloud computing
The Motley FoolThe Motley Fool··Daniel Sparks

Meta's Earnings Mask Reality: $8B Tax Windfall Hides Slower Profit Growth

Meta's Q1 revenue surged 33% YoY, but an $8.03B tax benefit inflated earnings. Adjusted EPS grew just 14%, while capex guidance nearly doubled to $125-145B.
METAdata centerscapital expenditure
The Motley FoolThe Motley Fool··Leo Sun

Power Play: How Vistra and Quanta Services Stand to Win the Energy Infrastructure Boom

Energy stocks Vistra and Quanta Services poised for growth through 2028, driven by data center demand, grid modernization, and electrification trends.
METAVSTPWRdata centersinfrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Prism Marketview

PRISM MarketView Launches Index Tracking Emerging Semiconductor Innovators

PRISM MarketView debuts emerging semiconductors index tracking four innovative chip companies amid growing AI and data center demand.
AAOIMRAMQUIKINTTdata centersAI infrastructure
BenzingaBenzinga··Piero Cingari

Cooling Towers: How Thermal Tech Became AI's Next $82B Opportunity

Thermal cooling infrastructure emerges as next AI investment wave, with $55-82.5B market opportunity through 2030 as memory stocks plateau.
NVDASNDKMUECLSBGSY+8data centersAI infrastructure
Investing.comInvesting.com··Sam Quirke

Amazon's $200B AI Bet: Strategic Investment or Cash Burn Concern?

Amazon's $200B annual AI infrastructure investment sparks investor concern, but AWS 28% growth and $15B AI revenue justify spending, analysts bullish.
AMZNdata centerscapital expenditure
BenzingaBenzinga··Lekha Gupta

AEP Surges on AI Boom: $78B Plan Targets 63 GW Growth by 2030

$AEP hits 52-week high after beating Q1 earnings and signing 7 GW load deals. Company raises capex plan to $78B, targeting AI-driven demand from data centers.
AEPdata centersQ1 earnings
BenzingaBenzinga··Erica Kollmann

Micron's Record SSD Launch Ignites 'Memflation' Rally as Memory Prices Soar

Micron surges 12% on record SSD launch as memory prices forecast to triple by 2026, creating rare high-pricing environment for chipmakers.
MUdata centersDRAM
The Motley FoolThe Motley Fool··Motley Fool Staff

Earnings Reality Check: Market Re-rates Mature Tech Darlings Amid AI Energy Boom

Streaming and fintech stocks face sharp declines despite solid earnings as market re-rates them as mature companies. AI energy demand lifts Bloom Energy.
NFLXORCLORCLpDSOFIBE+2fintechdata centers
The Motley FoolThe Motley Fool··Courtney Carlsen

Three Nuclear Stocks Positioned to Lead Next-Gen Reactor Revolution

Oklo, NuScale, and GE Vernova vie for leadership in next-generation reactor markets amid surging energy demand and supportive policy.
SMROKLOMETAEQIXGEVsmall modular reactorsnuclear energy