Business ❯ Technology ❯ AI

Data Centers

Networking Solutions Market Trends Arista Networks Infrastructure Spending Investment Trends Neoclouds Oracle Optical Transceivers Hardware Components Server Technology

Evercore Starts Coverage of Credo With $325 Price Target

The firm frames Credo as a core supplier of short‑reach copper cables that can expand into optical links to serve growing AI data centers.

Cisco Repositions Around AI Infrastructure and Integrated Security

Navitas’ 110% Rally Puts a 74x Sales Valuation Under the Microscope

GE Vernova Lifts Outlook After Q1 Beat as AI Data Centers Drive Orders

Nebius Secures Five-Year Meta Deal Worth Up to $27 Billion for AI Capacity

Arista Networks Wins Broad Analyst Support as It Debuts High-Throughput XPO Optics for AI Datacenters

Bitdeer Stock Sinks on $300 Million Convertible Notes Plan, Contingent Share Sale

Etsy Elevates Kruti Patel Goyal to CEO as Q3 GMS Falls, Shares Drop 9%

Micron’s AI-Memory Boom Lifts Revenue and Stock After Record FY2025

Oracle Soars on AI Contracts as Ellison Briefly Becomes Richest