#AI infrastructure — FinScans

News 📈 Stocks

Everpure Joins S&P 500 on Sept 21, Targeting 16% Potential Annual Gain

September 10, 2026 (21 days ago)

Everpure prepares for S&P 500 inclusion on September 21, riding strong AI-driven demand and a 38% revenue increase as it expands its…

P ORCL META +2

CoreWeave Slips 5% as AI Infrastructure Stocks Face Balance Sheet Scrutiny

September 10, 2026 (21 days ago)

AI infrastructure stocks are diverging based on balance sheet health, with capital-heavy firms like CoreWeave and Oracle facing selling pressure while asset-light…

CRWV ORCL NET +3

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News 📈 Stocks

HPE and Dell Slide 4% and 3% as Investors Lock in AI Server Gains

September 10, 2026 (21 days ago)

HPE and Dell shares pull back as investors cash in on triple-digit year-to-date gains, while Super Micro Computer holds steady amid a…

DELL SMCI QQQ

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News 📈 Stocks

AI Giants Issue $320B in Debt, Crowding Out U.S. Treasury Demand

September 10, 2026 (21 days ago)

AI infrastructure spending is reshaping bond markets as hyperscalers compete with the U.S. Treasury for long-duration capital, with Oracle emerging as a…

ORCL MSFT AMZN +2

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News 📈 Stocks

Micron Technology Faces 3.5% Downside Risk After 662% Annual Rally

September 10, 2026 (21 days ago)

Despite record margins and strong HBM4 demand from key customers like Nvidia, Micron's stock faces a potential correction as analysts set a…

MU NVDA

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News 📈 Stocks — 📈 Bullish

Credo Technology Reports Record $479 Million Revenue on AI Demand

September 10, 2026 (21 days ago)

Credo Technology posted record Q1 revenue of $479 million, driven by surging demand for AI-focused connectivity solutions, including optical DSPs and AECs,…

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News 📈 Stocks

Vertiv Targets $26 Billion Revenue by 2030 on AI Infrastructure Demand

September 10, 2026 (21 days ago)

Vertiv Holdings projects significant long-term growth as AI data center demand drives a $15 billion backlog and ambitious revenue targets through 2030.

VRT

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News 📈 Stocks

Crypto Miners Rally 6-9% as Market Reprices Power Assets for AI Infrastructure

September 10, 2026 (21 days ago)

Cipher Mining, TeraWulf, and MARA Holdings rally as the market shifts focus from Bitcoin mining to the valuation of power-intensive data center…

WULF CIFR IREN +2

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News 📈 Stocks

Corning Shares Jump 9% on Multibillion-Dollar Verizon Fiber Supply Deal

September 10, 2026 (21 days ago)

Corning stock surged 9% after securing a massive long-term fiber supply contract with Verizon, fueling a wider rally in optical networking stocks…

VZ

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News 📈 Stocks — 📈 Bullish

Vistra Shares Slide 30% From Record Highs Amid Regulatory Headwinds

September 10, 2026 (21 days ago)

Vistra shares have retreated from record highs, but the power provider remains a compelling long-term play as it leverages its massive 44…

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News 📈 Stocks

Nvidia A100 Chips Retain $5,000 Value, Challenging Burry Depreciation Claims

September 10, 2026 (21 days ago)

Nvidia's A100 chips hold steady at $5,000 in residual value, as sustained rental demand and long-term contracts from firms like CoreWeave challenge…

NVDA CRWV META

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News 📈 Stocks

ASML, GEV, and FIX Lead as AI Capital Spending Drives Market Divergence

September 10, 2026 (22 days ago)

Investors should prioritize companies with high returns on invested capital as AI-driven borrowing costs rise, favoring infrastructure plays like ASML and GEV…

ASML ORCL

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