#AI Infrastructure

Dell stock is riding a $43B AI server backlog, but rising receivables, financing exposure and component costs raise a sharper risk.

Sandisk stock is riding AI storage demand, but $511M in customer advances raises a sharper question: moat or pull-forward trap?

Nvidia stock is powered by AI demand, but GPU-backed debt, CoreWeave financing and Rubin upgrades create a sharper 2026 risk.

Google Search and ChatGPT energy use look close per query. The real 2026 issue is AI search margin, reasoning demand and data-center power.

Sandisk stock is being priced as an AI storage winner. The sharper question is whether agent memory turns NAND into contracted infrastructure.

Sandisk, Micron, AMD and AAOI have surged with AI infrastructure demand. The risk now is valuation, expectations and supply-cycle pressure.

Arm's Q4 beat matters, but the bigger ARM stock test is whether AGI CPU demand turns into real data-center silicon revenue without hurting royalties.

AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.

Nvidia stock is rallying into earnings, but OpenAI's MRC networking protocol may be the overlooked clue in NVDA's AI factory and margin story.

Alphabet is spending up to $190B on AI infrastructure in 2026. Here is the free-cash-flow bear case, the Cloud countercase, and what GOOG investors should watch.

AI capex added 2.5% to 2026 U.S. GDP and was 75% of Q1 economic growth. Why the boom cannot be stopped, the "token factory" phase, and how dollars trickle down to the IA13 cohort.

Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.

Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.

GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.

Is NBIS stock a buy? Deep analysis of Nebius Group covering the $27B Meta deal, $19.4B Microsoft contract, Nvidia investment, data center buildout,…

In 60 days, the U.S. gained leverage over 45% of global oil reserves, severing China's 2.5M barrel/day supply from Iran and Venezuela.

Google is exploring deals with Chinese cooling suppliers, including Envicool, to meet the growing demand for liquid-based cooling solutions driven by the rapid expansion of AI infrastructure and data centres.

Dell Stock Technologies soared 62% in 12 months, driven by a $43B AI server backlog and record Q4 results. Explore what's behind the rally and what FY27 guidance means for investors.

Nebius Group's stock surged 14% on Wednesday following Nvidia's announcement that it would invest $2 billion in the AI cloud startup. According to a

On Tuesday, the share of Micron Technology increased by over 5% as the investors became optimistic about a higher collaboration with Applied Materials, a

There is a notable influx of AI projects underway today at Broadcom which has drawn substantial interest in the semiconductor industry. After the

The growth rate of artificial intelligence has expanded faster than the ability of 5G to support bandwidth and latency thus creating an excellent

Arm Holdings is quietly becoming an AI infrastructure powerhouse. With Amazon's Graviton processors driving 40% better price-performance over x86 and data-center royalty revenue doubling last quarter, discover why Arm's asset-light model could make it one of the biggest winners of the AI spending surge.

Investors with lower costs might buy full shares of two companies with a low price, which are Cipher Mining (CIFR) at $14.63 and SoFi Technologies (SOFI)