#AI infrastructure

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Coherent Shares Surge 65% YTD as AI Demand Drives Photonics Growth

September 20, 2026 (12 days ago)

Coherent Corp. maintains a Strong Buy rating from analysts as its photonics technology powers AI infrastructure, significantly outpacing the S&P 500 with…

COHR KEYS SPX

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Lumentum and Coherent Rally as AI Data Centers Shift to Optical Networking

September 19, 2026 (12 days ago)

Lumentum and Coherent emerge as key beneficiaries of the AI-driven photonics upgrade cycle, delivering strong quarterly earnings as hyperscalers replace copper with…

LITE COHR

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Meta and Oracle Face Free Cash Flow Pressure Amid $60B Combined AI Capex

September 19, 2026 (12 days ago)

Meta and Oracle report significant AI-driven capital expenditure, with Meta leveraging ad growth to offset costs while Oracle struggles to convince investors…

META ORCL

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CleanSpark Secures Meta as Tenant for $6.6B AI Data Center Lease

September 19, 2026 (12 days ago)

CleanSpark confirms Meta as the guarantor for a $6.6 billion AI data center lease, while simultaneously pursuing $2.2 billion in financing for…

CLSK META

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CleanSpark Shares Rally 6% on $6.6 Billion Meta Data Center Lease Deal

September 19, 2026 (12 days ago)

CleanSpark secures Meta as the anchor tenant for its Sandersville AI site, leveraging the tech giant's credit to de-risk a $2.2 billion…

CLSK META Rune +2

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CoreWeave Scales Nvidia Rubin GPU Clusters to Bolster AI Infrastructure

September 19, 2026 (12 days ago)

CoreWeave validates its AI infrastructure scalability by deploying a massive Nvidia Rubin GPU cluster, supported by new storage upgrades designed to keep…

CRWV NVDA MSFT +3

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Cisco Targets 15% Revenue Growth as AI Infrastructure Orders Surge

September 19, 2026 (12 days ago)

Cisco trades at a premium valuation similar to Dell, relying on a $7.5 billion AI infrastructure revenue target to justify its price…

CSCO DELL HPE +2

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AAOI Revenue Hits Record $191.9M as Cash Burn and Dilution Concerns Mount

September 19, 2026 (13 days ago)

Applied Optoelectronics posts record revenue growth amid AI demand, but deepening negative free cash flow and significant shareholder dilution weigh on the…

AAOI

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CoreWeave Shares Slip 7% as Bernstein Flags AI Training Demand Risks

September 19, 2026 (13 days ago)

CoreWeave stock faces short-term volatility as analysts weigh the impact of a potential AI training slowdown on the company's significant rural data…

CRWV

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Nebius Group Shares Surge 945% Since 2024 Relaunch on $40B AI Contracts

September 19, 2026 (13 days ago)

Nebius Group stock has delivered a tenfold return since its 2024 relaunch, fueled by massive AI infrastructure contracts with Microsoft and Meta…

NBIS NVDA MSFT +1

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CoreWeave Shares Slip as $3 Billion Debt Offering Sparks Dilution Fears

September 19, 2026 (13 days ago)

CoreWeave stock faces volatility as a $3 billion debt raise and new equity distribution program trigger concerns over share dilution and the…

CRWV

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Forget Power Solutions Shares Rally 20% Following 94% Revenue Surge

September 18, 2026 (13 days ago)

Forget Power Solutions shares surged 20% this week as the AI infrastructure company reported a 94% jump in fiscal fourth-quarter revenue, defying…

FPS DRI COST

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