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datacenter: Archive
Will Microsoft's Upcoming Earnings Report Spark a Renewed Rally?
by Bryan Hayes
A recent change in tone appears to have put the pulls back in charge ahead of this week's release.
MSFTNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings investing large-cap magnificent-7 saas software tech-stocks
What's Driving the Insane Rally in Chip Stocks & ETFs?
by Neena Mishra
Chip stocks are among the biggest beneficiaries of the AI boom.
GOOGPositive Net Change AMZNPositive Net Change INTCNegative Net Change AMDPositive Net Change MSFTNegative Net Change MUNegative Net Change NVDANegative Net Change TSMPositive Net Change TSLAPositive Net Change SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change METANegative Net Change
autonomous-vehicles cloud-computing communications computers cybersecurity datacenter electric-vehicles etfs fang robotics software tech-stocks
Is Corning (GLW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
The company's focus on AI integration bodes well for long-term growth.
GLWPositive Net Change
artificial-intelligence datacenter earnings electronics infrastructure investing stock-performance tech-stocks telecom
Bull of the Day: Sandisk (SNDK)
by Bryan Hayes
The memory market is in a classic upcycle where demand for AI workloads is outstripping supply.
SNDKPositive Net Change
artificial-intelligence computers datacenter earnings investing tech-stocks
Texas Instruments & IBM's Q1 Reports were Crucial to Market Sentiment
by Shaun Pruitt
As the Q1 earnings season progresses, Texas Instruments and IBM have provided a pivotal moment that has reconfirmed market sentiment more than reshaped it.
TXNPositive Net Change IBMPositive Net Change AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change METANegative Net Change
artificial-intelligence datacenter investing large-cap semiconductor software tech-stocks
AI Memory Giant Hits All-Time High Amid Soaring Demand
by Bryan Hayes
This company is positioned to capture a disproportionate share of the coming storage spending wave.
SNDKPositive Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing tech-stocks
Bull of the Day: Bloom Energy (BE)
by Kevin Cook
Analysts have been way behind on this off-grid energy datacenter growth story and the deals keep popping
BENegative Net Change CATPositive Net Change AEPPositive Net Change ORCLNegative Net Change GEVPositive Net Change
alt-energy artificial-intelligence datacenter energy
Bet on Peace? Why Investors Should Fade Iran Conflict Fears
by Andrew Rocco
As we move into the second half of April, a period historically favored by bulls, the convergence of technical momentum, cooling oil prices, and contrarian "Fear" readings suggests the path of least resistance remains higher.
ORCLNegative Net Change USONegative Net Change BENegative Net Change NBISNegative Net Change CRWVNegative Net Change
artificial-intelligence datacenter defense investing
Semiconductors Lead Rally: Broadcom, Marvell Breakout
by Bryan Hayes
When a group of high-quality semiconductor companies breaks out together, it signals the underlying secular drivers are reasserting themselves.
MRVLPositive Net Change AVGOPositive Net Change
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks
Key AI Infrastructure Stock Bucks Market's Downtrend in 2026
by Bryan Hayes
This stock is quietly delivering consistent outperformance, even when the broader technology landscape feels unsettled.
JBLPositive Net Change
artificial-intelligence automation datacenter earnings electronics infrastructure investing tech-stocks