data centers

Meta plans $115-135B AI infrastructure spending in 2026, benefiting cloud partners like Nebius Group, which holds a $3B contract and forecasts $3.4B revenue by 2026.

Two energy infrastructure companies offer attractive 6-7% dividend yields, benefiting from data center demand surge and stable fee-based revenue models.

Tech giants expand AI infrastructure in India while EV policy shifts. Tesla launches $30K Cybercab amid rescinded federal EV incentives and robotaxi restrictions.

Digital Realty Trust benefits from AI infrastructure demand, offering a 2.7% dividend yield with recurring revenue from long-term contracts—a defensive alternative to volatile semiconductor stocks.

Tech giants Nvidia and Microsoft offer attractive valuations after market sell-offs. Both show strong fundamentals with AI growth potential, suggesting investment opportunities for long-term investors.

Micron Technology and Palantir Technologies surge over 400% on AI demand, outpacing NVIDIA's 153% gains. Both benefit from critical positions in AI infrastructure and software adoption.

NuScale Power, the only U.S.-approved small modular reactor developer, faces profitability challenges despite promising nuclear technology and surging data center demand, but lacks firm customer contracts.

Riot Platforms will report 2025 earnings March 2, 2026, discussing Bitcoin mining operations and data center expansion strategy across Texas and Kentucky facilities.

Apple, ASML, and Palo Alto Networks offer diverse AI exposure through consumer devices, semiconductor equipment, and cybersecurity respectively, positioning them for long-term growth.

Navitas Semiconductor pivots from low-margin mobile chargers to high-margin AI, renewable energy, and EV markets using advanced semiconductor technology.

Meta commits to major multi-year GPU deal with Nvidia, reinforcing Nvidia's dominance in AI infrastructure despite competition from custom chips and rival chipmakers.

BHP's share price hits record $74.27 as copper revenues surpass iron ore for the first time in 170 years, reflecting global demand shifts toward AI infrastructure and renewable energy.

Tech stocks surge as S&P 500 gains 0.56% on AI infrastructure optimism. Nvidia leads rally following Meta partnership announcement for data center chips.

Three AI companies—SoundHound AI, Nebius, and IonQ—trade at depressed valuations despite strong growth prospects, offering high-risk opportunities across voice processing, infrastructure, and quantum computing.

Cantor Fitzgerald buys 3.33 million IREN shares for $172M, raising stake to 1.99%. Move signals strategic commitment to Bitcoin mining and AI infrastructure sector.

Vertiv surges on AI infrastructure demand, posting 27.5% revenue growth and $15B backlog. Company guides 32% growth in 2026 as hyperscalers expand data centers.

Amazon, Google, and Microsoft boost AI infrastructure spending, driving cloud division growth at 24%, 48%, and 39% respectively amid rising enterprise demand.

Three dividend aristocrats—ADP, DLR, and NEE—offer long-term investors consistent income through decades of dividend growth and stable business models.

Micron Technology's shares surged 313% as AI demand boosts memory chip sales. Analysts project $995/share valuation, potentially reaching $1 trillion market cap by 2026.

Nebius Group's GPU data center stock surged 120% as it expands to 16 sites by 2026, projecting $530M 2025 revenue with 6x growth amid soaring AI infrastructure demand.