Navitas NVTS Eyes AI Data Centers, Semiconductor on Momentum
Navitas NVTS and ON Semiconductor are capturing attention as AI data-center demand climbs. Analysts see a potential r...
AI Data Centers
This tag page curates 4 articles on AI Data Centers, tracking investor moves and stock trends to help you assess AI infrastructure bets and manage risk.
18 articles
Great News Navitas Investors: 800V AI Bet Could Spark Growth
Navitas Semiconductor is pursuing an AI data-center power strategy built around 800V architecture. This move could re...
Vertiv Quietly Powering Every AI Data Center in America
Behind every AI breakthrough lies a power backstop. This article explains how Vertiv quietly powering every AI data c...
Applied Optoelectronics Rises as NVIDIA’s AI Demand Expands
Applied Optoelectronics shares climbed after a strong quarterly showing and renewed appetite for laser transceivers f...
Crashed From Peak Wall, Wall Street Bets on This Growth Stock
A growth stock that surged to lofty heights last year has cooled in 2026, but big buyers keep stepping in as AI capac...
Multi-Year Shortages Coming Optical, Says T. Rowe Price
A leading analyst warns of multi-year shortages coming optical as AI data-center growth strains suppliers. LUMENTUM a...
Microchip Technology vs TE Connectivity: A Mature Buy Opportunity
Two established players collide in a market shaped by AI data-center demand and inventory normalization. Microchip Te...
Investor Makes Million Another Bet on AI Data Centers
A bold move in the crypto mining world is steering toward artificial intelligence compute. This article examines what...
Lumentum CEO: Sold Through to 2027, Demand Surges
Lumentum says its backlog extends through 2027, signaling a sustained AI-driven demand boom for optical components. N...
Bloom Energy Stock Going: Can BE Reach New Highs in 2026?
Can bloom energy stock going to $200 actually happen? This guide breaks down the catalysts, risks, and practical stra...
Argan Stock Topped Market Today: Why the Rally Surged Higher
When a stock leads the market after a big index move, investors pay attention. This piece explains why Argan stock to...
Vertiv Stock Soared February: What Fueled the Rally
Vertiv rode a powerful wave in February as AI-driven data-center demand accelerated and the company highlighted durab...