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Data Centers

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Credo Beats Q1 Estimates but Stock Tanks on Margin Signal and Guidance

The company reported record revenue and pushed a plan to grow optical sales while investors focused on compressed GAAP margins and cautious near-term revenue guidance.

Fabrinet Posts Record Q4 Revenue but Shares Slide After Hours

Hut 8 Posts 81% Revenue Gain and $177 Million GAAP Loss

Evercore Starts Coverage of Credo With $325 Target and Outperform Rating

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

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