Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
Trump Giving Diplomacy ‘Some Space’: 8 Key Items Shaping the Stock Market Monday
Oil falls, single stock futures to come and other headlines are moving stocks this morning.
Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
The big data center names have strong revenue growth and demand that will last years, but is it time to buy?