Amazon’s AI chip Trainium is fueling AWS growth despite near-term margin pressure. Read more macro analysis here.

We came across a bullish thesis on Zeta Global Holdings Corp. on RS Capital’s Substack by Riyado Sofian. In this article, we ...

Data Center revenues surged 39% YoY to $5.38B, now over half of Advanced Micro Devices' total. Read why AMD stock is a Strong ...

We came across a bullish thesis on CoreWeave, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the ...

Elon Musk's mega-deal combining SpaceX and xAI is the latest sign that the billionaire is consolidating his business empire ...

Server solutions provider Super Micro (NASDAQ:SMCI) reported Q4 CY2025 results exceeding the market’s revenue expectations, ...

IBM shares jump after a Q4 earnings beat and upbeat outlook, prompting ETF investors to eye funds with heavy exposure to the tech giant.

TeraWulf Inc., listed on Nasdaq under the ticker WULF, develops, owns and operates sustainable, industrial-scale data center infrastructure in the United States, purpose-built for high-performance ...

Net sales in the quarter were $407 million compared with $371 million in last year’s December quarter (+10% core sales (1)). Net income from continuing operations was $42 million (diluted EPS from ...

Revenue1 decreased 3% from prior year to $2.9 billion for the quarter and decreased 2% to $9.7 billion for the year due to ...

With AI’s explosive growth literally pushing data centers to their limits, the next generation of infrastructure must rethink ...

VergeIO, provider of the VergeOS Private Cloud Operating System, today announced that the Data Center Intelligence Group (DCIG) has named VergeOS a DCIG TOP 5 VMware Alternative in both the 2026-27 ...