Everything tagged "data center" across research, earnings, and macro.
9 articles
Lattice’s latest surge looks less like hype and more like the market catching up to a real growth inflection. Q1’s 42% revenue jump, stronger Q2 guidance, and management’s direct tie to AI server demand make LSCC look bigger than a niche FPGA story.
Semtech’s recent drop looks out of sync with a business that just posted record quarterly revenue, better margins, and a clearer AI interconnect ramp. When a stock sells off after that kind of print, we see a setup worth leaning into rather than fearing.
Credo Technology is emerging as a high-growth AI infrastructure semiconductor story, with revenue surging to $1.335B in fiscal 2026 and profitability expanding sharply. The stock remains a Buy, but premium valuation and customer concentration keep the risk profile elevated.
These seven data-center stocks span REITs, networking, servers, and power infrastructure, with Equinix ranked as the top overall quality pick for May 2026.
Fabrinet is scaling revenue on strong optical demand and a fast-ramping HPC program while maintaining solid margins. Valuation is not cheap, but the report still supports a Buy on execution and growth momentum.
Texas Instruments is benefiting from a real cyclical rebound in industrial demand and growing data center exposure, but the stock already prices in a lot of that strength. The report favors TXN as a quality compounder best bought on pullbacks rather than chased at current levels.
Micron’s AI-driven memory demand, tight supply, and sharp margin expansion have pushed results well beyond a normal cyclical recovery. The report argues the stock still merits a Buy despite its run, thanks to strong execution and rising earnings power.
Marvell is emerging as a key AI infrastructure supplier, with fiscal 2026 revenue up 42% and data center sales topping $6B. The upside is real, but the stock already prices in a lot of success at 36.4x forward earnings.
AMD is transforming from a strong CPU vendor into a broader AI infrastructure platform, with record 2025 revenue, rising profits, and growing data center momentum. The stock is high quality, but valuation remains demanding after a powerful run.
Generate AI research on any ticker — grades, price targets, and full analysis in minutes.
Open the Generator