data centers

NuScale Power secured U.S. regulatory approval for SMR designs and signed a $6-7 billion Romania contract, positioning it for growth despite current unprofitability.

Pre-revenue AirJoule secures backing from GE Vernova, Carrier, Google, and Microsoft for energy-efficient cooling tech. Wall Street sees 200% upside potential, though execution risks remain.

CoreWeave's stock surged 140% with strong 133% sales growth, but the company faces profitability concerns, $19B debt, and dangerous customer concentration with two clients representing 77% of revenue.

Amazon invests $12 billion in Louisiana data centers to expand AI infrastructure, creating 540 direct jobs and supporting 1,710 indirect positions amid surging cloud computing demand.

TPL stock rose on analyst upgrade recognizing power generation opportunity. KeyBanc raised price target to $639, citing AI data center infrastructure potential on Permian Basin lands.

Utilities sector shifting from income-focused to growth model as AI infrastructure demands surge. Major utilities now attract investors seeking both dividends and capital appreciation opportunities.

Meta and TSMC emerge as AI boom winners. Meta monetizes 3.58B users via AI ads; TSMC dominates chip production with 72% foundry market share and 30% projected growth.

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 Tesla launches $30K Cybercab amid rescinded federal EV incentives and robotaxi restrictions.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.