Data Center

Negotiations between Microsoft Corp. (NASDAQ:MSFT) and Oracle Corp. (NYSE:ORCL) regarding the leasing of Oracle’s cloud infrastructure reportedly came to a halt due to security and compliance issues. The objective was to transfer some of Microsoft’s...

Opposition to artificial intelligence (AI) data centers is accelerating across the United States, with local resistance blocking or delaying at least 75 projects worth about $130 billion in the first quarter of 2026, according to a new report. The report by Data Center Watch published earlier this...

S&P 500’s record highs mask a growing concentration risk, with just a handful of tech stocks driving most of its latest rally. As a result, many investors who believe they are diversified are effectively making a concentrated bet on mega-cap technology companies. Steve Neamtz, President...

Short sellers are piling into a wide-ranging group of names, with the latest Benzinga Pro data showing elevated bearish positioning across 10 stocks with short interest ranging from 37% to 87%. CLSK stock is moving. See the chart and price action here. Top 10 Most Heavily Shorted Stocks Below...

Futurum Equities CEO Daniel Newman expressed his views on the return on investment for the largest infrastructure buildout in history. Newman took to X on Thursday to emphasize the importance of patience, stating that expecting massive returns in the initial two years is “idiotic...

Xos Inc (NASDAQ:XOS) stock fell sharply on Thursday after the electric commercial vehicle maker announced a dilutive capital raise to support its expansion strategies. The Nasdaq is down 0.38% while the S&P 500 has gained 0.38%. • Xos shares are retreating from recent levels. What...

IREN Limited (NASDAQ:IREN) shares faced intense selling pressure on Thursday. This downward movement follows a sharp reversal from Wednesday’s gains, which were driven by a major network expansion announcement. • IREN stock is taking a hit today. Why is IREN stock dropping?...

Snowflake Inc. (NYSE:SNOW) dropped a one-two punch Wednesday evening: a blowout quarter and a $6 billion commitment to Amazon.com Inc. (NASDAQ:AMZN) AWS that signals the company is making a clear strategic bet on where the AI infrastructure war will be won. SNOW stock is soaring after earnings....

Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg has suggested that the company might consider stepping into the public cloud computing market if it ends up with excess capacity due to overinvestment in data centers. Zuckerberg made these comments during Meta’s annual shareholder meeting...

SpaceX Founder, Elon Musk, anticipates a steady surge in space solar power, according to his recent post. On Monday, Musk responded to a post by David Holz, founder of MidJourney, highlighting SpaceX’s escalating solar power capacity in space. Holz noted the company’s progression from...

Nvidia Corporation (NASDAQ:NVDA) shares are trading lower on Thursday, despite beating analyst estimates for first-quarter revenue and earnings per share. Here's why analysts are raising their price targets on the stock going forward. The Nvidia Analysts Bank of America Securities analyst Vivek...

Analog Devices (NASDAQ:ADI) is in advanced talks to acquire AI chip firm Empower Semiconductor for $1.5 ‌billion in cash, Bloomberg reported on Monday. Empower manufactures high-voltage chips for AI processors and data centers. Analog Devices and Empower Semiconductor did not respond to Benzinga...

Driven by the relentless artificial intelligence (AI) boom, U.S. data center construction has eclipsed office building investment, with stocks like Equinix Inc. (NASDAQ:EQIX) and Digital Realty Trust Inc. (NYSE:DLR) in focus. A Historic Real Estate Reversal According to Augur Infinity market data...

Advanced Micro Devices Inc. (NASDAQ:AMD) recently reported earnings driven by explosive data center growth. As the AI market evolves, AMD's dual dominance in CPUs and GPUs is positioning the company as a formidable challenger to Nvidia Corp.'s (NASDAQ:NVDA) long-standing reign. The Power Of...

Arista Networks (NYSE:ANET) reported first-quarter financial results that beat analyst estimates Tuesday after market close. Here are the highlights. • Arista Networks stock is taking a hit today. Why is ANET stock dropping? Arista Networks Q1 Financials Arista Networks reported first-...