DTE Energy Emerges as Top AI Infrastructure Beneficiary
DTE Energy is carving out a leading role in AI infrastructure, backed by new hyperscaler deals, a ramped-up capital p...
Hyperscalers
Explore 4 Hyperscalers-focused articles that explain how cloud giants influence stock moves and budgets. Get actionable insights to optimize investments and protect your finances today.
30 articles
Backlash Against Data Centers and Hyperscalers' Earnings
A rising pushback against data centers is reshaping the debate over AI infrastructure. This article breaks down what ...
Investors: Watch Hyperscaler Capex Guidance This July
SMH investors are entering a pivotal July earnings season, with hyperscaler capex guidance set to determine the ETF's...
Vistra vs Constellation: Which Power Stock Is Winning Now
As AI data centers ramp up, two independent power producers headline the market: Constellation Energy and Vistra. Thi...
Forget Nvidia. These Hyperscalers Could Be Top AI Stocks Through 2030
As AI expands, the biggest upside may come from the hyperscalers funding the cloud and data centers behind the scenes...
SanDisk Price Prediction: Rally Faces Fresh Hurdles Ahead
Investors weigh whether SanDisk can sustain its rally as datacenter demand and hyperscaler contracts provide longer-t...
NVIDIA Robs Tech Sector, Except Apple, Market Reacts
NVIDIA’s forecast for Q1 2027 signals massive AI infrastructure demand, while Apple charts a different path. The clas...
Marvell’s AI Tailwinds Heating Time: Is Now the Buy?
Marvell Technology rides AI tailwinds into a breakout, delivering record quarterly momentum and a growing pipeline of...
Hyperscalers Competing with Treasury Lift Borrowing Costs
Alphabet and Amazon are issuing investment-grade debt at scale, drawing funds away from U.S. Treasuries. The shift pl...
NVIDIA: The Party Going, but How Much Longer for Investors?
NVIDIA posted blockbuster results that reinforce its AI data center leadership, but the stock faces a rocky road as h...
The Next Phase Boom Could Shine on Infrastructure Stocks
AI demand is broadening from chipmakers to the hardware backbone that powers deployments, a shift that could lift inf...
Fluence (FLNC) Stock Soars After Hyperscaler Deals
Fluence Energy’s stock surged after-hours on news of two hyperscaler storage deals, even as Q2 revenue disappointed. ...