#AI infrastructure

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News 📈 Stocks

Boot Barn Sees AI Infrastructure Demand Surge in Bulk Workwear Orders

September 17, 2026 (14 days ago)

Boot Barn and Brunt Workwear report rising demand for industrial footwear as data-center construction projects across the U.S. drive a surge in…

BOOT Brunt Workwear

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News 📈 Stocks

TSMC 2nm Node Gains Traction as MediaTek Launches Dimensity 9600 Pro

September 17, 2026 (14 days ago)

MediaTek's new 2nm Dimensity 9600 Pro chip, backed by Nvidia and Alphabet financing, accelerates TSMC's advanced node adoption while reshaping the competitive…

TSM 2454.TW NVDA +1

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News 📈 Stocks

SMCI Targets $60 Share Price by 2027 on Record $60B AI Infrastructure Backlog

September 16, 2026 (15 days ago)

Trading at just 8x forward earnings, SMCI leverages a massive $60 billion backlog and rapid margin recovery to justify a bullish path…

SMCI NVDA

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News 📈 Stocks

Dell Rallies 5% as AI Server Demand Outpaces Silver Lake Share Sales

September 16, 2026 (15 days ago)

Dell, SMCI, and HPE lead the tech sector higher today, signaling strong investor appetite for AI infrastructure despite ongoing sponsor selling and…

DELL SMCI HPE

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News 📈 Stocks

Nvidia Reclaims $5 Trillion Valuation as P/E Ratio Hits 5-Year Low

September 16, 2026 (15 days ago)

Nvidia maintains its market dominance with a trailing P/E ratio of 26.7, signaling potential long-term value as it outperforms Apple's recent growth…

NVDA AAPL

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Analyst 📈 Stocks

CoreWeave Shares Slip 10% as Bernstein Warns of AI Training Slowdown Risks

September 16, 2026 (15 days ago)

Bernstein analysts caution that CoreWeave's rural-heavy infrastructure is poorly positioned for a shift toward real-time AI inference, threatening future growth despite current…

CRWV

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News 📈 Stocks

CoreWeave and Nebius Face AI Spending Risks Amid High Capital Consumption

September 16, 2026 (15 days ago)

CoreWeave and Nebius Group serve as critical stress tests for the AI sector, as high capital requirements and debt burdens heighten risk…

CRWV NBIS

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News 📈 Stocks

HPE Rallies 4% as AI Networking Demand Outweighs Valuation Downgrade

September 15, 2026 (16 days ago)

HPE shares surged 4% as investors prioritized AI networking growth and Oracle-backed order visibility over valuation-based analyst downgrades, while the broader server…

HPE DELL SMCI +1

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Release 📈 Stocks

HIVE Digital Appoints Capital-Markets Veteran Marleau to BUZZ HPC Board

September 15, 2026 (16 days ago)

HIVE Digital bolsters its BUZZ HPC subsidiary with the appointment of veteran director Hubert Marleau, aiming to strengthen governance as the company…

HIVE

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News 📈 Stocks

Fed Rate Hikes Pressure AI Infrastructure Firms CRWV and IREN Differently

September 15, 2026 (16 days ago)

CoreWeave and IREN navigate rising interest rate environments through different debt structures, highlighting the impact of capital costs on AI infrastructure profitability.

CRWV IREN

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News 📈 Stocks

SpaceX Stock Returns to $151 Level as Analysts Project 43% Upside Potential

September 15, 2026 (16 days ago)

SpaceX stock trades near its IPO price of $151, with analysts projecting a potential 43% gain despite ongoing capital expenditures and a…

SPCX GOOGL

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News 📈 Stocks

SpaceX Reports $13.3B Run Rate as Investors Question Contract Durability

September 14, 2026 (17 days ago)

SpaceX's $13.3 billion annualized revenue run rate faces scrutiny as short-term cancellation clauses raise concerns about the durability of its AI infrastructure…

SPCX GOOGL

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