Everything tagged "data centers" across research, earnings, and macro.
29 articles
WESCO is turning data center and grid demand into strong earnings growth, but leverage and a near-target valuation keep the upside measured. The stock screens as a Buy for investors who can tolerate cyclical swings.
Vertiv is emerging as a key picks-and-shovels winner in AI data center infrastructure, with Q1 2026 sales up 30.1% and margins expanding sharply. The stock looks expensive, but execution, guidance raises, and a strengthened balance sheet keep the thesis intact.
AEIS got caught in a semiconductor selloff, but the business is increasingly tied to AI data-center power, where demand is accelerating rather than fading. A 12.7% drop looks more like tape-driven damage than a break in the underlying story.
Sterling Infrastructure has transformed into a higher-quality infrastructure compounder, led by explosive E-Infrastructure growth and a backlog that keeps outrunning the plan. The stock still screens expensive, but the operating momentum is strong enough to support a Buy.
Digital Realty’s latest drop looks far more like a financing reaction than a demand problem. The market is choking on fresh equity supply even as hyperscale leasing, backlog, and growth metrics still point in the right direction.
ON is being priced like a cyclical auto chip name even as its AI data-center power business is starting to show real traction. The selloff looks misaligned with a fresh product launch, management's growth commentary, and a September Analyst Day that could force a reframe.
Bloom Energy’s latest surge looks less like a meme move and more like the market continuing to price in a real AI power winner. The Oracle-backed demand story and record Q1 growth give this rally a stronger backbone than most momentum names.
Talen Energy is benefiting from a rare mix of nuclear generation, PJM exposure, and long-duration data-center contracts. Q1 2026 results and guidance point to sharply improving cash flow, though leverage keeps the stock in moderate-risk territory.
This week’s selloff looks less like the end of the AI trade than the end of lazy AI positioning. The market is getting more selective, favoring the parts of the stack with hard bottlenecks, pricing power, and visible infrastructure demand while punishing anything that relied on AI halo alone.
Galaxy Digital is starting to trade like an AI infrastructure owner, not just a levered crypto proxy. The reason is simple: Helios is now a financed, powered, revenue-producing campus, and that changes what the market is willing to pay for GLXY.
Applied Digital is moving from concept to monetized AI infrastructure, with revenue surging and major campuses now online or under construction. The stock offers real growth, but heavy capex, losses, and a rich valuation keep execution risk high.
Dycom’s latest quarter looks less like a one-off earnings spike and more like proof that AI infrastructure spending is flowing into real-world construction demand. Record revenue, a raised full-year outlook, and a data-center-focused acquisition make the bullish case concrete.
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