#Data Center Stocks

Cipher's first HPC rent arrived as CIFR fell. Our filing-based test shows the quarterly rent needed to offset its $71.9 million operating loss.

CleanSpark’s signed 175 MW AI data-center lease is real. The harder question is how it funds up to $2.1 billion of construction before rent begins.

Nvidia’s next stock debate is not just Blackwell demand. STX, Dynamo and context memory may decide NVDA’s inference moat.

Microsoft’s May 2026 setup is not just Azure capex. Agent usage billing in Copilot and GitHub may decide the next MSFT margin re-rate.

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.

On 27 February 2026, the shares of Dell Technologies Inc. have gone up over 20%, thus quelling the concern previously held about the strategic shift of

The share of Micron Technology has risen more than 300% over the last fiscal year; it is currently at about $408.50, having dropped to less than $100,

Navitas Semiconductor's shares have nearly tripled over the past year, surging to $8.48 as of February 24, 2026, up 4.43% intraday amid booming AI data

Applied Digital (APLD) stock surged from mid-2024 levels as investors priced in AI data center growth. Review the backlog, valuation, and execution risks.