data centers

Oracle's fiscal Q3 revenue surged 22% with cloud sales up 84% and record $553B backlog, yet stock fell 26% YTD over $45-50B capex plans and layoffs. Valuation now attractive at 18x forward earnings.

Bloom Energy ($BE) leverages AI data center power demand with fuel cell technology, reporting 37% revenue growth and a $20 billion backlog.

Nvidia, Broadcom, and Alphabet are positioned to lead agentic AI adoption through GPU dominance, custom chips, and free models respectively.

$FTAI Aviation surges 10.35% on U.S.-Iran ceasefire boosting aviation demand and data center infrastructure investment amid lower oil prices.

Bloom Energy and Vistra positioned as long-term AI beneficiaries through data center power solutions, despite profitability challenges and recent earnings disappointments.

CoreWeave's 110% YoY growth reflects AI infrastructure demand, but concentration (77% from two clients) and competition from AWS, Azure pose execution risks.

Rivian and Oklo positioned as long-term growth stocks leveraging AI boom. Rivian trades at 3.2x sales with autonomous tech focus; Oklo offers small reactor energy infrastructure play.

Growth stocks appear undervalued as AI infrastructure spending remains sustainable, supported by elevated chip utilization and TSMC's increased capital expenditures despite market rotation pressures.

BNP Paribas analyst argues Amazon's AI spending concerns are overdone, recommending focus on backlog-to-capex ratio and revenue-per-employee metrics, maintaining 50% upside target.

Plug Power wins 275-MW electrolyzer contract, capitalizing on soaring data center hydrogen demand as AI powers energy needs.

Broadcom secures major AI infrastructure deals with Google and Anthropic, with stock rising 2.57% on commitment through 2031 and 3.5 gigawatts of compute capacity allocation.

Bureau Veritas acquires Lotusworks for €375 million, creating €300 million growth platform in high-demand data center and semiconductor commissioning services aligned with AI infrastructure boom.

Bureau Veritas buys Ireland's Lotusworks for €375M to strengthen data center and semiconductor inspection services, creating a €300M growth platform.

Robbins LLP filed class action against $NUAI alleging misleading investor statements on Texas data centers and New Mexico oil well scheme. Lead plaintiff deadline: June 1, 2026.

AI demand surge positions three energy infrastructure stocks for growth: MasTec, Regal Rexnord, and EQT. Two unprofitable entrants—CoreWeave and Oklo—present greater risks.

Oracle stock down 24% in 2026 amid AI spending concerns, but $553B backlog and robust cloud growth suggest upside potential for long-term investors.

Texas Instruments stock down 8% now yields ~3%, with completed $30B fab and declining capex set to boost free cash flow and support 22-year dividend streak.

$NVDA celebrates 33 years with 464,000% stock gains, but faces AI bubble risks and custom chip competition from cloud hyperscalers.

Nvidia and Amazon are positioned as key beneficiaries as AI infrastructure spending accelerates toward trillions, with both companies building comprehensive platforms to capture multiple layers of value.

Nio surges 136% in EV deliveries while semiconductor giants and automakers race in AI competition as TSMC expands Japan capacity.