MarketPulse

data centers

345 articles
The Motley FoolThe Motley Fool··Jennifer Saibil

Three Tech Stocks Positioned for Strong Growth as AI Infrastructure Expands

Three tech stocks—Ciena, SanDisk, and ServiceNow—positioned to benefit from expanding AI infrastructure investment as data center demand accelerates through 2026.
SNDKNOWCIENdata centersAI infrastructure
The Motley FoolThe Motley Fool··Leo Sun

SMR Sector Poises for Growth Amid Execution Risks and Valuation Pressures

Small modular reactors gain interest from data centers but face regulatory delays and capital constraints. Success depends on navigating licensing, financing, and manufacturing scale-up challenges.
OKLOsmall modular reactorsexecution risk
Investing.comInvesting.com··Ryan Hasson

Optical Networking Stocks Rally on Sustained Data Center Demand

Optical networking stocks surge as cloud providers boost AI data center investments. Ciena and Lumentum gain on strong demand for high-speed equipment.
GLWCIENLITECOHRhyperscalersdata centers
The Motley FoolThe Motley Fool··Harsh Chauhan

Quantum Computing and AI Infrastructure Plays Offer Substantial Upside Potential

IonQ and Celestíca positioned for substantial growth from quantum computing and AI infrastructure trends, with both stocks offering significant upside potential through 2026.
IONQIONQ.WSCLShyperscalersdata centers
The Motley FoolThe Motley Fool··Patrick Sanders

Five Tech Stocks Poised to Gain From $650B AI Infrastructure Surge

Tech companies benefiting from $650B AI infrastructure spending include Nvidia, TSMC, Digital Realty, Nebius, and Credo Technology across semiconductor, data center, and networking sectors.
NVDAMETAMSFTAMZNGOOG+8hyperscalersdata centers