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.
Applied Digital's revenue soared 250% last quarter, fueled by the AI-driven data center gold rush. But behind the staggering growth lies a story of massive debt, steep losses, and a valuation that gives even bullish investors pause.
Oracle has moved to reassure stakeholders that financing for its massive Port Washington data center project is proceeding as planned, even as uncertainty swirls around the funding relationship between key partner OpenAI and chip giant Nvidia.
Hubbell Incorporated capped off a robust 2025 with a strong fourth quarter, reporting double-digit sales and profit growth. The electrical equipment manufacturer is riding a wave of investment in grid infrastructure and data centers, positioning it for another year of solid performance in 2026.
Eaton Corporation posts solid fourth-quarter results but tempers 2026 earnings expectations, even as it deepens its strategic partnership with Flexnode to capitalize on the booming AI data center infrastructure market.
BMO Capital raises its price target on NextEra Energy (NEE), citing strong earnings visibility and a strategic pivot to expand nuclear capacity to meet soaring data center power demand, against a backdrop of record U.S. electricity consumption forecasts.
Synopsys is integrating its high-speed connectivity IP with Lightmatter's photonic computing platform, aiming to redefine bandwidth and efficiency for AI accelerator clusters in future data centers.
Shares of SanDisk Corporation soared over 15% Monday, extending a five-day rally after Bernstein analysts dramatically raised their price target by 72%, citing explosive growth in AI-driven data center revenue and stellar quarterly earnings.
Global data center giant Digital Realty Trust has finalized a deal to acquire the TelcoHub 1 facility in Cyberjaya, marking its formal entry into the Malaysian market and signaling a major expansion of its Southeast Asian footprint.
Vertiv's launch of its 'Next Predict' AI service aims to transform data center maintenance. While it strengthens the company's AI infrastructure narrative, investors are weighing rich valuations against execution risks in a maturing growth cycle.
Vertiv Holdings Co launches 'Next Predict,' an AI-driven managed service aimed at enhancing data center reliability and operational resilience, directly targeting the demands of modern AI workloads and liquid cooling adoption.
Rambus reported record annual revenue and earnings for fiscal 2025, fueled by strong DDR5 adoption and AI-driven data center growth. While a one-time supply chain issue is expected to pressure Q1 2026 product revenue, management expressed confidence in a swift recovery and sustained long-term momentum.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
With backing from tech giants and a $2.5 billion valuation, Austin-based startup webAI is pioneering a radical shift: moving AI processing from massive, energy-hungry data centers directly to personal devices, promising greater efficiency, privacy, and user control.
Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.
Trane Technologies (TT) surpassed Wall Street expectations for Q4 2025, driven by surging demand in commercial HVAC systems and data center infrastructure. The company reported revenue of $5.14B, up 5.5% year-over-year, with earnings per share of $2.86. Management expressed confidence for 2026, citing a record order backlog.
The global professional services firm reported 6% organic revenue growth for the second consecutive year, fueled by its Aon United strategy and strategic acquisitions like NFP. With $7 billion in available capital, Aon is poised to accelerate investments in high-growth areas, notably the burgeoning data center and alternative capital markets.
