Lumentum stock has boomed amid growth from hyperscalers — cloud computing giants that operate huge internet data centers.

NVent Electric, which makes electrical and cooling equipment for data centers, entered a buy zone. It can be a major "picks ...

What's the best data center stock play right now for investors? We asked Seeking Alpha analysts Michael Del Monte, Julian Lin, and The J Thesis for their picks. Michael Del Monte: Broadcom (AVGO) is ...

NVDA remains the top AI play, but 2Q results showed a slowdown in Data Center growth, and the downtrend could continue into 2026. Data Center spending growth in 2026 is expected to slow sharply from ...

The explosive growth of enterprise data has created substantial opportunities for cloud infrastructure providers, with Backblaze BLZE and Snowflake SNOW addressing distinct but interconnected segments ...

CHONGQING, CHINA - JULY 28: In this photo illustration, a person holds a smartphone displaying the logo of Automatic Data Processing Inc. (NASDAQ: ADP), a leading provider of human resources ...

Shares of Hyperscale Data Inc (AMEX:GPUS) are trading higher Tuesday morning after the company announced an increase in its Bitcoin (CRYPTO: BTC) holdings. Here’s what investors need to know. What To ...

Artificial intelligence spending is increasingly shifting from experimentation to scaled deployment, forcing enterprises and governments to rethink how they collect, structure, govern and ...