data centers

NVIDIA Corp (NASDAQ:NVDA) stock is trading lower on Thursday after the company beat fourth-quarter financial estimates from analysts and provided first-quarter guidance after Wednesday's market close. • NVIDIA stock is taking a hit today. Why are NVDA shares down? Here's what analysts see...

CoreWeave Inc (NASDAQ:CRWV) reports fourth-quarter financial results Thursday after market close, a report that could have extra attention given the recent pressure on technology stocks. Here are the earnings estimates, what experts are saying ahead of the report and key items to watch. •...

The specialized neocloud sector faced a stress test on Friday as shares of Nebius Group N.V. (NASDAQ:NBIS) and Applied Digital Corp. (NASDAQ:APLD) tumbled in sympathy with CoreWeave, Inc. (NASDAQ:CRWV).  The sell-off was ignited by a Business Insider report suggesting a major financing...

CoreWeave, Inc. (NASDAQ:CRWV) shares took a sharp hit on Friday, tumbling about 10% following a report suggesting a major infrastructure setback.  CRWV stock is dropping. See the chart and price action here.  According to Business Insider, Blue Owl Capital, Inc. (NYSE:OWL)—a key...

Arista Networks Inc. (NYSE:ANET) shares rallied in Thursday's extended trading after the company released a strong fourth-quarter earnings report and forward guidance above estimates. Here's a look at the key figures from the quarter.  ANET stock is moving. Watch the price action here....

The majority of the Magnificent Seven stocks have reported their latest quarterly financial results. Within the results and guidance from the large tech companies come estimates for their 2026 CapEx. Here's a look at just how much four of the largest companies are spending and how it compares to...

Bloom Energy Corp. (NYSE:BE) closed 2025 with record-breaking results, fueled by what CEO KR Sridhar described as a “seismic” shift in how the world's largest industries secure electricity.  The company reported record full-year revenue of $2.02 billion, a 37.3% increase over 2024...

Tesla Inc (NASDAQ:TSLA) is moving quickly to turn Elon Musk's massive solar vision into reality, as the company ramps up plans for U.S.-based solar cell manufacturing alongside its broader AI and robotaxi ambitions. Tesla Scales Up U.S. Solar Manufacturing Plans The electric vehicle giant has...

CleanSpark Inc (NASDAQ:CLSK) reported financial results for the first quarter of fiscal 2026 on Thursday after the bell. Here’s a look at the key details from the print. CleanSpark stock is among today’s weakest performers. Why is CLSK stock dropping? CleanSpark Falls Short Of...

Sandisk Corp. (NASDAQ:SNDK) reported a blockbuster second-quarter report with eye-popping forward guidance. Analysts are responding on Friday with exceptionally bullish commentary and price target increases.   SNDK stock is moving. See the chart and price action here.  ‘Holy...

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing.  As the exclusive manufacturer of NVIDIA Corp. (NASDAQ:NVDA) GPUs, TSMC reported a 35% jump in net profit, crushing analyst...

Rio Tinto Plc (NYSE:RIO) on Thursday disclosed a two-year strategic collaboration with Amazon Web Services (AWS). With this deal, AWS, which will become the first customer of Nuton Technology. This follows the recent industrial-scale deployment of its innovative bioleaching process at the Johnson...

Applied Digital Corp. (NASDAQ:APLD) shares climbed in Wednesday's extended trading after the company released its second quarter earnings report, beating estimates on the top and bottom lines. Here's a look at the key figures from the quarter.  APLD stock is moving. Watch the price action...

Hedge funder Brad Gerstner, who is the CEO of Altimeter Capital, believes it is still the early innings of a super cycle for software and cloud companies benefiting from the growth of AI and data center spending. In a recent interview, he shared one of the beaten-down stocks that he's buying. Brad...

Applied Digital Corp. (NASDAQ:APLD) is scheduled to report its fiscal second-quarter 2026 financial results on Wednesday after the closing bell.  Here's a look at what investors will be watching in the report and commentary from executives.  APLD stock is climbing. See the chart and...