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Seagate Soars on AI-Fueled Beat and Stronger-Than-Expected Outlook

AI build-outs are straining storage supply to Seagate's benefit.

Enphase Slides as Soft Q2 Outlook Overshadows Profit Beat

Teradyne Stock Sinks 15% After Record Q1 on Cautious Q2 Outlook

Amphenol Shares Surge on Record Q1 and Upbeat Q2 Guidance

SpaceX Links Musk’s Pay to Mars Colony and Orbital Computing Milestones

Galaxy Digital Posts $216 Million Q1 Loss as Helios AI Campus Begins Commercial Operations

Core Scientific to Convert Texas Mining Site Into 1.5GW AI Data Center Campus

Nvidia Reports $215.9 Billion, Extends AI Data-Center Lead Over AMD

Maine Governor Vetoes Statewide Pause on Large AI Data Centers

Applied Digital Secures $7.5 Billion, 15-Year Hyperscaler Lease for 300 MW at Delta Forge 1

Fermi Rejects Sale Push and Sticks With ‘Fermi 2.0’ as 17‑GW AI Campus Plan Strains

Vertiv Beats on Profit and Sales as Stock Falls on Soft Revenue Outlook

Meta Breaks Ground on $1 Billion AI Data Center in East Tulsa

Meta, CBRE Launch Free Four-Week Program to Train Fiber Technicians for U.S. Data Centers

Sandisk Soars on NAND Boom Ahead of Nasdaq-100 Entry and Earnings Update

Allbirds Pivots to AI as NewBird AI, Stock Jumps 350% for the Week

Aehr Test Systems Wins $41 Million Follow-On Order From Hyperscale Cloud Customer

HIVE Raises $75 Million in Zero-Coupon Notes for AI Cloud Pivot and TSX Up-Listing

TeraWulf Closes 54.5 Million-Share Offering at $19 to Fund AI Data Center

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers