data centers

Sterling Infrastructure ($STRL) surged 29.46% after reporting 92% YoY revenue growth and raising full-year guidance, driven by strategic CEC acquisition.

IREN acquires cloud infrastructure specialist Mirantis for $625M in stock, bolstering AI deployment and Kubernetes management capabilities.

AI Power Infrastructure ETF AIPO surpasses $500M in AUM in under ten months with 30% returns, crushing broader market indices and earning industry recognition.

Long Ridge Energy, backed by $FTAI, schedules May earnings call amid shift toward data center development on its 485MW power plant and Ohio-West Virginia assets.

Class action lawsuit filed against New Era Energy & Digital ($NUAI) alleging false statements about Texas data centers and New Mexico oil wells. Investors have until June 1, 2026 to seek compensation.

O'Leary's $115B AI data center investment faces local opposition, environmental concerns, supply shortages, and $156B in blocked competitor projects.

TeraWulf ($WULF) announces senior management will participate in investor conferences across New York, London, and California in May 2026, strengthening institutional investor engagement.

Hubbell acquires NSI Industries for $3 billion to expand electrical solutions amid rising electrification demand in data centers and infrastructure.

Google and Meta's strong earnings, featuring 63% cloud growth and accelerating advertising, validate Broadcom's outlook through 2027 AI infrastructure spending commitments.

Microsoft positioned to become world's most valuable company by 2050 through AI dominance and $627 billion Azure backlog, trading at attractive 24.6 P/E multiple.

Denmark freezes new data center grid connections as 60GW of projects queue for access against 7GW peak demand, signaling global infrastructure constraints amid AI boom.

CoreWeave's May 2026 earnings will test whether it can convert its $66.8B backlog into revenue, maintain capital efficiency, and diversify beyond concentrated customers.

Three AI stocks offer $1,000 investors diversified exposure: Nvidia dominates chips with 73% growth, Alphabet scales cloud at 63% growth, Nebius targets neocloud with aggressive 523% projections.

CoreWeave, Nebius, and Applied Digital outpaced Nvidia in 2026 with gains of 65%, 80%, and 37% respectively, signaling investor appetite for AI infrastructure providers despite their unprofitability.

Brookfield Infrastructure reports 10% earnings growth in Q1 2026, driven by AI infrastructure investments and strategic partnerships. Company maintains 4.9% dividend yield.

Oklo, valued at $13B with zero revenue and $100M annual cash burn, represents extreme risk-reward. Meta backing and 14 GW backlog offer upside, but regulatory approval and commercialization remain unproven.

Micron faces AI-driven growth surge with $169B revenue projected by 2027, but cyclical memory chip industry risks could trigger sharp decline.

Four AI stocks poised for massive growth in 2026: Nvidia, Broadcom, Taiwan Semiconductor, and Nebius amid surging chip demand.

Enphase Energy pivots toward AI infrastructure power management as residential solar market slumps, raising questions about execution risk and market timing.

Micron could reach $1T valuation as AI chip demand surges, with 400% earnings growth projected and stock needing just 74% appreciation.