data centers

Oklo, an SMR developer backed by Sam Altman, trades at $13B valuation with potential to reach $100B if it captures 15% of nuclear market by 2050, driven by AI energy demands.

Analysts favor $APLD and $NVDA for AI exposure. Applied Digital expanding data centers; Nvidia trading at 24x forward P/E with strong earnings growth.

IREN Limited will release Q3 FY26 financial results on May 7, 2026, with earnings call at 5:00 p.m. ET via webcast and phone.

Portnoy Law Firm files class action against $NUAI over false statements regarding Texas data centers and New Mexico oil/gas schemes.

$OKE rallies 15% in 2026 while offering 5% dividend yield and 9% projected earnings growth through 2028, appearing attractive despite gains.

German photonic computing startup Q.ANT opens U.S. headquarters in Austin, appoints veteran CTO, and plans to localize manufacturing while scaling operations with 30x energy efficiency gains.

NuScale Power stock crashed 70% in six months despite government interest in space nuclear reactors. The unprofitable SMR company faces skepticism over commercialization timelines.

Comfort Systems USA and Vertiv Holdings have delivered 2,000%+ five-year returns, outpacing Nvidia's 1,200% by capitalizing on AI data center construction demand. However, both now trade at elevated valuations amid questions about margin of safety.

Alphabet reports Q1 2026 earnings April 29 with Google Search and Cloud showing strong AI-driven growth. Stock trades at attractive 31.3 P/E ratio.

$GEV surges 7.74% after crushing Q1 earnings and raising 2026 guidance, driven by $13B backlog growth amid strong power demand.

$SLNH expands AI and Bitcoin mining capacity to 17 MW through Blockware partnership, acquiring full Project Dorothy ownership for $16.5M.

DOE market projected to reach $1.66B by 2035 from $0.51B, driven by 5G networks and data center expansion, with 11.39% CAGR through 2035.

Construction veteran Fluor pivots to data center infrastructure, backed by $25.5B backlog and $3-4B Kentucky project amid $4T global spending boom.

Meta's $27 billion Louisiana data center investment will fund seven natural gas power plants, highlighting surging energy demand from AI workloads expected to grow 50% by 2027.

Industrial and aerospace earnings show stark contrasts: 3M struggles with consecutive misses, Boeing faces 29.5% decline, while GE Vernova surges 96.9% on infrastructure demand.

Nebius secured $46B in AI cloud contracts from Microsoft and Meta through 2031. With $530M 2025 revenue and $41B valuation, analysts see 50-75% upside rather than 10x returns.

Five overlooked AI infrastructure companies manufacturing circuit boards, power systems, and fiber networks are positioned for 2026 outperformance driven by data center expansion and government spending programs.

Palo Alto Networks and Sandisk offer growth investors AI exposure through cybersecurity and data center memory demand, with Sandisk up 275% in 2026.

Nebius stock surges 94% in 2026, projecting 522% revenue growth. Despite expensive 73x sales valuation, analysts see further doubling potential as business growth substantially outpaces stock gains.

Applied Digital posts 139% revenue growth to $127M on AI infrastructure demand, but carries $2.15B debt at 6.75% interest amid rapid expansion.