#Data Centers

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.

Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.

Do data centers raise your electricity bill? The truth about the viral 267% figure, the state moratorium fight, and the utility stocks (CEG, VST, NRG) exposed.

Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.

Credo reports Q4 FY26 earnings on June 1 with CRDO near record highs, AI interconnect demand surging and valuation now the main risk.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

AI capex is turning data centers into a power, storage and infrastructure trade. Here is how CLSK, MARA, RIOT, EOSE and TSLA fit.

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

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

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.

AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.

CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.

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.