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News
Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth
1+ day, 10+ hour ago (217+ words) Global data center spending could reach almost $32T through 2050, and AI infrastructure stocks are poised to gain. Discover 3 top AI stocks for the data center boom. - Despite investor concerns over the durability of data center spending, the long-term growth outlook continues…...
Nvidia a potential investor in Anthropic IPO
15+ hour, 57+ min ago (16+ words) Nvidia may invest up to $10B in Anthropic’s IPO as an anchor investor. Read more here....
AI's Growing Debt Appetite: Why This Time May Be Different
1+ day, 18+ hour ago (139+ words) USD investment-grade bond issuance has topped $1.5 trillion in 2026, with 20 jumbo deals worth $384 billion driving much of the pace. Read more here. - USD investment-grade bond issuance has topped $1.5 trillion in 2026, with 20 jumbo deals worth $384 billion driving much of the pace. - Technology…...
Hewlett Packard Enterprise rises 12% amid AI infrastructure surge (HPE:NYSE)
2+ day, 4+ hour ago (98+ words) HPE stock surged 12% after record earnings and a raised outlook, lifted by AI infrastructure and server-refresh demand. Shares of Hewlett Packard Enterprise (HPE), a provider of enterprise technology infrastructure spanning servers, hybrid cloud, networking, and AI systems, rallied just over…...
HP Inc. climbs 8% to new 52-week high (HPQ:NYSE)
1+ day, 8+ hour ago (113+ words) HPQ jumps 8% to a new 52-week high as AI demand and PC refresh momentum lift the sector; see key metrics, risks, and what’s next—read now. josefkubes/iStock Editorial via Getty Images Shares of HP Inc. (HPQ) climbed just over…...
SpaceX signs $1 billion-a-month AI hosting deal (SPCX:NASDAQ)
2+ day, 6+ hour ago (95+ words) Seeking Alpha Sven Piper/iStock Editorial via Getty Images SpaceX (SPCX) has signed an artificial intelligence hosting agreement worth about $1.11 billion a month, giving the company greater confidence that it can reach a $100 billion annual recurring revenue run rate by…...
Microsoft plans to more than triple data center capacity by 2032 - report (MSFT:NASDAQ)
2+ day, 7+ hour ago (58+ words) Seeking Alpha HJBC/iStock Editorial via Getty Images - Microsoft (MSFT) plans to more than triple its global data center capacity to more than 38 gigawatts by 2032, up from about 12 gigawatts currently, Bloomberg News reported on Thursday, citing people familiar with the…...
Piper Sandler initiates semi stocks with high ratings as market is 'starving for compute"
2+ day, 10+ hour ago (83+ words) Piper Sandler initiates semi stocks with high ratings as market is 'starving for compute' Seeking Alpha Piper Sandler initiated coverage on seven major semiconductor stocks, with most receiving strong ratings as the artificial intelligence market is "starving for more compute…...
Nvidia's Huang 'confident' in 70% growth, sees cybersecurity as next leg for AI (NVDA:NASDAQ)
2+ day, 11+ hour ago (66+ words) Seeking Alpha BING-JHEN HONG/iStock Editorial via Getty Images Nvidia (NVDA) CEO Jensen Huang reiterated on Thursday that he is “confident” in growing revenue 70% next year, adding that cybersecurity is likely to be the next major growth area for artificial…...
Google launches Gemini app for Windows PCs (GOOG:NASDAQ)
2+ day, 12+ hour ago (49+ words) Seeking Alpha - Google (GOOG) on Thursday launched a dedicated Gemini app for Windows. This brings it in line with rivals including OpenAI’s ChatGPT (OPENAI), Microsoft’s Copilot (MSFT), and Anthropic’s Claude (ANTHRO), all of which offer dedicated desktop apps for Windows....