Despite recent stock pressure driven by market speculation, Marvell Technology's solid fundamentals, robust data center growth, and compressed valuation present a compelling case for investors, according to a detailed analysis of the semiconductor firm's outlook.
Bloom Energy's solid-oxide fuel cell technology is emerging as a critical solution for powering the AI-driven data center expansion, driving record revenue and a staggering stock rally that continues into 2026.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
Bloom Energy's stock surged after American Electric Power's subsidiary locked in a massive 20-year fuel cell agreement, a move analysts say validates the company's technology for critical infrastructure like AI data centers and signals a pivotal shift in its growth narrative.
Powell Industries kicks off fiscal 2026 with robust revenue growth and a historic $1.6 billion order backlog, fueled by mega-projects in LNG and data centers, signaling strong momentum in North America's energy and digital infrastructure build-out.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire a majority stake in ST Telemedia Global Data Centres, marking the largest data center transaction in Southeast Asia to date and underscoring the region's strategic role in the AI-driven digital infrastructure boom.
NextEra Energy and Xcel Energy have formed a strategic partnership to accelerate the development of power infrastructure—including renewables, storage, and grid tech—specifically to meet the surging electricity demands of AI data centers. The move underscores how utilities are scrambling to adapt to a new era of concentrated, power-hungry loads.
Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.
Shares of Powell Industries surged over 12% after the company reported robust quarterly earnings, highlighted by soaring profit margins and a record-breaking $439 million in new orders, fueled by its entry into the AI data center market.
Alliant Energy (LNT), a regulated utility serving the Midwest, is drawing investor attention for its strategic pivot to renewable energy and a surge in demand from data centers. With a robust capital plan and a 22-year dividend growth streak, the company presents a case for stable growth in a transforming sector.
Strong demand for high-density cooling solutions from AI data centers and life sciences facilities fueled a dramatic increase in systems orders for Johnson Controls in the Americas last quarter, the company's CEO said.
The global manufacturing solutions provider posts record revenue of $7.1 billion, driven by a 35% surge in its data center business. CEO Revathi Advaithi credits the company's integrated approach to power, cooling, and compute for capitalizing on the AI infrastructure boom.
Investment bank Goldman Sachs has raised its price target on manufacturing solutions provider Jabil Inc., highlighting sustained data center demand as a key growth driver, following the company's recent strategic acquisition in the power management sector.
AMD's fourth-quarter earnings surpassed expectations, fueled by a surge in data center and AI product demand. While strong guidance signals confidence, the company navigates headwinds in PC markets and geopolitical uncertainties.
Applied Digital (APLD) has secured $50 million in financing to accelerate development of its Polaris Forge 2 data center, betting on surging AI infrastructure demand. The move follows a strong run in the company's share price, raising questions about whether its growth prospects are already priced in.
Fueled by optimism over its role in powering next-generation AI data centers for tech giants, Arista Networks (ANET) is back in the spotlight. But with its valuation telling two different stories, investors are grappling with whether the stock is a buy or if future growth is already priced in.
Applied Digital Corporation (APLD) has secured a $50 million note to advance its Polaris Forge 2 data center, with financing terms suggesting management anticipates a near-term lease agreement with a major cloud or AI provider—a potential catalyst for the stock.
Texas Instruments (TXN) shares are gaining momentum, fueled by a strategic pivot towards high-growth data center and AI markets, robust free cash flow generation, and a conservative yet promising outlook for 2026.
Emerson Electric Co. kicks off its 2026 fiscal year with robust 9% underlying order growth, driven by surging demand for power generation and automation solutions from AI data centers, LNG projects, and near-shoring trends. The industrial automation leader also raises its full-year EPS guidance.
