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datacenter: Archive
Bull of the Day: Marvell Technology (MRVL)
by Jeremy Mullin
This data infrastructure stock just pulled back despite an earnings beat, rising estimates, and accelerating AI driven growth.
computers datacenter tech-stocks
Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying
by Bryan Hayes
Oracle remains uniquely positioned within the enterprise AI infrastructure space.
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing large-cap software tech-stocks
Western Digital, Sandisk Dominate AI-Driven Storage Gains
by Bryan Hayes
For investors seeking exposure to the ongoing AI infrastructure buildout, these stocks stand out as high-conviction ideas.
artificial-intelligence cloud-computing datacenter earnings investing tech-stocks
Buy the Spike in Marvell Technology Stock After Q3 Earnings?
by Shaun Pruitt
Marvell Technology (MRVL) is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI.
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks
Bull of the Day: Vertiv Holdings (VRT)
by Bryan Hayes
This AI infrastructure provider boasts a rich partner base that includes the likes of Nvidia, Ballard Power Systems, Compass Datacenters, and Intel.
artificial-intelligence computers datacenter earnings investing tech-stocks
The Coming Energy Shock: How AI Data Centers will Reshape Power Needs
by Andrew Rocco
Electricity demand in the US is accelerating rapidly, and the early signs of a long-term power crisis are already visible.
artificial-intelligence datacenter energy
Bull of the Day: Dycom Industries (DY)
by Tracey Ryniec
AI infrastructure is red hot.
artificial-intelligence construction datacenter utilities