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▌TickerSpark Feed

data center

Everything tagged "data center" across the TickerSpark archives.

Best data center stocks for May 2026
Top Stocks

Best data center stocks for May 2026

Seven data center stocks ranked by investment quality — Vertiv, Super Micro, and Arista Networks all place, while the two top spots are saved for the countdown's finish.

May 20, 2026·13 MIN
data center
Fabrinet (FN): Optical Demand and HPC Drive Growth
Research ReportFN

Fabrinet (FN): Optical Demand and HPC Drive Growth

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.

May 4, 2026·22 MIN
TechnologyElectronic ComponentsGrowth
Marvell Technology (MRVL): AI Infrastructure Growth With Valuation Risk
Research ReportMRVL

Marvell Technology (MRVL): AI Infrastructure Growth With Valuation Risk

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.

Apr 20, 2026·24 MIN
TechnologySemiconductorsAI
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