#AI infrastructure

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Microsoft Outpaces Alphabet as $678B Backlog Trumps Debt-Fueled Cloud Growth

September 14, 2026 (17 days ago)

Microsoft's self-funded AI expansion and massive commercial backlog offer a more sustainable growth model compared to Alphabet's debt-heavy approach and negative free…

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Applied Materials Shares Slip 5.8% Amid Broader Semiconductor Sector Sell-Off

September 14, 2026 (17 days ago)

Applied Materials shares fell 5.8% to $430 as semiconductor stocks faced selling pressure, driven by investor caution over AI infrastructure spending and…

AMAT

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IREN Shares Slip 2.7% as Tech Sector Retreats Following Recent 23% Rally

September 14, 2026 (17 days ago)

IREN shares fell 2.7% in pre-market trading amid broader technology sector weakness, following a 23% rally over the previous five sessions as…

IREN

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Modine Manufacturing Targets $2B Data Center Revenue by Fiscal 2028

September 14, 2026 (17 days ago)

Modine Manufacturing reports a 90% jump in data center cooling sales and projects $2 billion in segment revenue by 2028, positioning itself…

MOD

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Oracle Revenue Surges 30% as Cloud Backlog Hits $664 Billion

September 14, 2026 (18 days ago)

Oracle posts strong fiscal Q1 results with cloud infrastructure revenue surging 121%, yet investors remain cautious due to heavy debt and capital…

MSFT GOOGL NVDA +2

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NVIDIA Hardware Durability Faces CoreWeave Profitability Test

September 13, 2026 (18 days ago)

While NVIDIA benefits from sustained demand for older GPU models, CoreWeave's financial results underscore the gap between hardware utility and bottom-line profitability…

NVDA CRWV

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CoreWeave Stock Trades at $90 as Analysts Forecast 80% Revenue CAGR Through 2028

September 13, 2026 (19 days ago)

CoreWeave remains a high-conviction AI play as its massive contract backlog and aggressive infrastructure expansion support a discounted valuation of 7 times…

CRWV NVDA

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SanDisk 2,107% Surge Forces Value Index Reclassification of Tech Giants

September 11, 2026 (20 days ago)

SanDisk's explosive growth and AI-driven storage demand are forcing a re-evaluation of value indexes, as tech giants are increasingly categorized as discount…

SNDK WDC AAPL +4

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Qualcomm Secures AWS Partnership Targeting $60 Billion in Server Chip Sales

September 11, 2026 (20 days ago)

Qualcomm shares climbed 3% as a new AWS partnership validates its data center ambitions, though the $60 billion revenue target remains contingent…

QCOM NVDA

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Bit Digital Reports $32M Revenue as WhiteFiber Secures $540M in AI Contracts

September 11, 2026 (20 days ago)

Bit Digital shifts focus to AI infrastructure, reporting strong cloud growth and $540 million in new contracts while using Ethereum holdings to…

BTBT WYFI ETH +1

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SpaceX Races to Fix Data Center Reliability Before $920M Google Deadline

September 11, 2026 (20 days ago)

SpaceX faces a critical September 30 deadline for its $920 million Google compute deal as it struggles with data center reliability issues…

NVDA GOOGL BE +1

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IREN Targets 80% Upside Following $3.4B AI Cloud Deal and NVIDIA Backing

September 11, 2026 (20 days ago)

IREN shares are poised for 80% growth as the company pivots from Bitcoin mining to a massive AI cloud buildout, backed by…

IREN NVDA CRWV +3

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