AAOI and LITE Skyrocket in Monday Market Rally Gains
Applied Optoelectronics and Lumentum jumped about 15% on Monday as a major hyperscale contract and index-driven buyin...
AI Infrastructure
Discover 5 AI Infrastructure articles on how AI-driven infrastructure impacts costs, stock moves, and portfolio strategy. This page helps you make smarter financial decisions.
113 articles
Oracle Leads Data Center Stocks as AI Bets Rise
Oracle leads data center stocks this week as AI cloud momentum outpaces rivals CoreWeave and Applied Digital in a vol...
Oil Shock Could Weigh on Broadcom Stock in 2026 Markets
Analysts debate whether $150 won’t hurt broadcom’s near-term earnings, as Broadcom’s AI backlog powers growth. The bu...
Oracle’s Massive $500 Billion Project Faces Setbacks
Oracle’s Stargate initiative in Texas stalls amid financing questions and evolving AI compute needs, rattling investo...
CleanSpark, Cango, BitFuFu Produce Bitcoin in February
CleanSpark led February bitcoin production among three miners, while Cango and BitFuFu together added more than 700 B...
Marvell (MRVL) These Things Lifted Shares Today Amid Results
Marvell Technology beat earnings expectations as AI-driven data center demand surged, lifting MRVL shares after hours...
Ciena Sank Today: Key Risks, Signals, and Investing
Ciena’s stock faced a sharp one-day retreat even after solid results, revealing how AI infrastructure optimism can cl...
SPX Technologies Jump as JPMorgan Initiates with Overweight
JPMorgan initiates SPX Technologies with an Overweight rating and a $260 target, signalling a favorable view on data-...
Nebius Group Just Became a Major AI Infrastructure Player
Nebius Group wins approval to build a 1.2 GW AI factory in Independence, Missouri, signaling a major shift in U.S. AI...
Coherent, LUMENTUM, AAOI Jump Lifts Optics Stocks Higher
Premarket gains in Coherent, LUMENTUM and AAOI reflect a renewed wave of optimism for optics amid NVIDIA's GTC expect...
Cisco Is Nothing Like Its Dot-Com Self, Could Hit 90 by 2027
Cisco is betting on AI infrastructure and recurring revenue to escape dot-com era fears. With rising ARR, rising subs...
Dividend Stocks Double Right: 2 AI Boom Picks to Buy Now
As AI infrastructure expands, two dividend stocks double right as the backbone for data centers and industrial supply...