data centers

When NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang said data centers are being rewired around optical interconnects, most traders ran straight to Marvell Technology (NASDAQ:MRVL).  Meanwhile, Coherent Corp. (NYSE:COHR) quietly hit a new all-time high, and it’s playing the exact same trade....

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang handed Marvell Technology Inc. (NASDAQ:MRVL) one of the most powerful endorsements in recent semiconductor history Monday, declaring the chipmaker the “next trillion-dollar company” during a joint appearance at Computex in Taipei — and Wall...

Shares of Super Micro Computer Inc. (NASDAQ:SMCI) and Dell Technologies Inc. (NYSE:DELL) are moving higher in Monday’s extended session, riding the coattails of a blowout earnings report from Hewlett Packard Enterprise (NYSE:HPE) that sent a clear signal: enterprise AI infrastructure spending...

Microchip Technology Inc. (NASDAQ:MCHP) shares climbed in Monday’s extended trading after the chipmaker dropped a closely-watched press release breaking out its Data Center Solutions Business Unit revenue for the first time with specificity — and the numbers are hard to ignore....

2026 could see some of the most valuable private companies, including SpaceX and Anthropic, go public. While those filings may still be weeks away, a market expert identified five IPOs that could price this week. Freedom Capital Markets Chief Market Strategist Jay Woods highlighted these five...

Hewlett Packard Enterprise Co. (NYSE:HPE) reports second-quarter results tonight after the bell, and the timing couldn’t be more electric.  Shares are already surging 6.92% on the day, trading at $46.05 — nearly kissing a new 52-week high of $46.40 — as investors front-run what they hope...

The surge in artificial intelligence (AI)-driven electricity demand is transforming what was once considered a niche infrastructure story into one of the market’s most compelling long-term investment themes, according to Yuri Khodjamirian, CIO of Tema ETFs. • Tema Electrification...

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....

Former Rep. Marjorie Taylor Greene (R-Ga.) blasted federal authorities after a report suggested that U.S. intelligence and law enforcement agencies are increasingly monitoring anti-AI activists, data center protesters and critics of the technology industry under a growing "anti-tech extremism"...

Talk of a possible Tesla-SpaceX combination is picking up as Elon Musk moves closer to bringing SpaceX to Wall Street. TSLA stock is moving. See the price action here.  The idea has reportedly been discussed by Musk with people around him, while some Tesla Inc. (NASDAQ:TSLA) employees have long...

Semtech Corp. (NASDAQ:SMTC) posted better-than-expected first-quarter results after Tuesday’s closing bell and issued forward guidance above analyst expectations. Here's a look at the details inside the report.  SMTC stock is moving. Watch the price action here. Semtech Q1 Details...

On Monday, investor and television personality Kevin O’Leary said that a months-long investigation by his team uncovered a coordinated online campaign targeting energy infrastructure and AI data center projects across North America. AI Data Center Backlash Triggered Investigation Speaking in...

NANO Nuclear Energy Inc. (NASDAQ:NNE) positions its collaboration with Super Micro Computer Inc. (NASDAQ:SMCI) around one of the most pressing issues facing the AI boom: how to power the next generation of data centers. NNE stock is moving. See the chart and price action here.  James Walker...

NVIDIA Corp. (NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business. NVDA stock is moving. See the chart and price action here. Q1...

Earlier this week, Rep. Alexandria Ocasio-Cortez (D-N.Y.) called for federal investigations into the environmental impact of data center construction after residents near Meta Platforms, Inc.'s (NASDAQ:META) Georgia facility reported discolored well water, declining water pressure and appliance...