data centers

Oracle posts best quarter in 15 years with 20%+ growth. $553B revenue visibility and AI momentum position the company for continued strength through 2026.

Broadcom shares rally in premarket trading after announcing new AI infrastructure chips entering production and projecting Q2 revenue of $22B, significantly beating analyst estimates.

Microsoft and Amazon emerge as undervalued AI plays within Magnificent Seven, with robust cloud growth and massive infrastructure tailwinds ahead.

Iren secures $9.7B Microsoft GPU computing contract, positioning itself as critical AI infrastructure player with power, land, and scale advantages.

Equinix ($EQIX) offers 11-year dividend growth streak with 10% annual increases, positioned for AI data center boom projected at 27% annualized growth through 2035.

Global IT spending projected to hit $6.15 trillion in 2026, driven by AI data center investments, benefiting Nvidia and infrastructure providers.

Nvidia and Broadcom emerge as top semiconductor picks for $1,000 investments, driven by AI infrastructure demand. Both stocks averaged over 50% annual gains over five years.

Billionaire Dan Loeb exits Meta entirely, cuts Amazon and Microsoft stakes amid AI valuation concerns, but boosts Nvidia holding, betting infrastructure providers outperform application players.

Wall Street analysts see 47-54% upside in Microsoft and Oracle, viewing AI sector sell-offs as buying opportunities despite heavy capital spending concerns.

Nvidia sold its entire $177M stake in Applied Digital in Q4 2025. Despite the exit, the AI infrastructure company's $16B contracted revenue and sector growth remain intact, though customer concentration risk persists.

Verizon and Nokia offer tech investors exceptional dividend yields—5.5% and 2.4% respectively—backed by strong operations and strategic positioning.

Global high-end semiconductor packaging market to surge from $40.1B (2025) to $134.9B by 2035, driven by AI and cloud computing expansion.

Tech giants pledge $660B in AI capex this year. TSMC positioned to capture disproportionate value as universal chip manufacturer serving all major designers.

Oklo positioned as better bet for AI data centers with smaller reactors despite $9.8B valuation versus NuScale's $3.9B market cap.

Nvidia commits $36B to AI partners in 30 days, including $30B to OpenAI, strategically controlling the entire AI infrastructure ecosystem around its dominant chips.

Utilidata and NexGen Cloud deploy AI power orchestration platform enabling 50% additional data center capacity, beginning Montreal rollout with broader European expansion planned.

Ciena outperforms Nvidia in 2026 driven by surging AI data center optical networking demand, with 33% Q1 revenue growth and $7B backlog.

Nvidia invests $2B in cloud provider Nebius to build 5+ gigawatts of AI data center capacity by 2030, mirroring similar CoreWeave deal but raising bubble concerns amid Nebius's 43x sales valuation with no profits.

CoreWeave posts 168% revenue growth to $5.1B with $66.8B backlog, guiding to $12-13B 2026 revenue, backed by IBM and OpenAI partnerships.

Bloom Energy surged 450% amid AI infrastructure demand and blue-chip partnerships, but 165x P/E and 16x P/S valuations signal risk. $6B backlog shows strength; execution and competition will determine viability.