#AI infrastructure — FinScans

News 📈 Stocks

Bloom Energy Shares Rally 214% YTD Following Pelosi Stake and S&P 500 Entry

September 10, 2026 (22 days ago)

Bloom Energy stock climbs as investors track a significant stake from Nancy Pelosi's spouse and the company's upcoming inclusion in the S&P…

BE AVGO AMD

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News 📈 Stocks — 📈 Bullish

Ciena Shares Slip 15% as AI Networking Demand Faces Margin Normalization

September 10, 2026 (22 days ago)

Despite beating earnings expectations, Ciena shares dropped as investors weighed high AI networking expectations against margin risks, highlighting Lumentum and Coherent as…

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News 📈 Stocks

Short Sellers Target SMCI, CRWV, and IREN Amid AI Profitability Concerns

September 9, 2026 (22 days ago)

Investors are betting against AI infrastructure leaders SMCI, CRWV, and IREN, demanding proof that explosive revenue growth can translate into sustainable margins…

SMCI CRWV IREN

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News 📈 Stocks

Qualcomm Secures Amazon AWS Deal to Target $15 Billion Data Center Revenue

September 9, 2026 (22 days ago)

Qualcomm's new multi-generational custom silicon partnership with Amazon validates its data center pivot, aiming for $15 billion in segment revenue by 2029…

QCOM AMZN MRVL

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News 📈 Stocks

Bloom Energy Powers Oracle Data Center in 55 Days Amid $20B Backlog Surge

September 9, 2026 (22 days ago)

Bloom Energy's rapid power deployment capabilities and $20 billion service backlog position it as a critical player in the AI data center…

BE ORCL

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News 🌐 Macro

Nvidia Faces $500 Billion Buyback Proposal Amid Capital Expenditure Needs

September 9, 2026 (22 days ago)

While Jim Cramer advocates for a $500 billion Nvidia buyback, the company's heavy AI infrastructure spending and capital requirements suggest that earnings…

NVDA AAPL

Nvidia Targets 50% Data Center Revenue From Non-Hyperscaler On-Prem AI

September 8, 2026 (23 days ago)

Nvidia is positioning its DGX hardware to dominate the emerging on-premises AI market, as banks and enterprises prioritize data security over centralized…

NVDA JPM MS +3

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News 📈 Stocks

Citigroup Sets $658 Price Target on Ciena Following Record Q3 Earnings

September 8, 2026 (23 days ago)

Citigroup reiterates a Buy rating on Ciena with a $658 price target, viewing the recent post-earnings sell-off as a buying opportunity driven…

MRVL C MS +1

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News 📈 Stocks

Bloom Energy Joins S&P 500 as AI Data Center Demand Drives Revenue Growth

September 8, 2026 (23 days ago)

Bloom Energy secures an S&P 500 spot as its rapid-deployment fuel cell technology becomes a critical solution for AI data centers facing…

BE

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News 📈 Stocks

Bloom Energy Rallies 26% Following S&P 500 Inclusion and Pelosi Disclosure

September 8, 2026 (23 days ago)

Bloom Energy stock jumps 26% on S&P 500 inclusion and robust AI-driven revenue growth, following a high-profile congressional trade disclosure.

BE

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News 📈 Stocks

NVIDIA Agrees to Buy Hugging Face for $12.93B in AI Ecosystem Push

September 5, 2026 (26 days ago)

NVIDIA's $12.93 billion acquisition of Hugging Face extends NVDA beyond GPU sales into the open-source AI layer, adding 18 million developers and…

NVDA AMD

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News 📈 Stocks

SpaceX AI Revenue View Lifts Oppenheimer PT to $280; Capex Jumps to $15.83B

September 5, 2026 (26 days ago)

SpaceX's AI infrastructure thesis, reinforced by the $60B Cursor deal and Oppenheimer's $280 target, now carries a $15.83B quarterly capex burden and…

SPCX NVDA

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