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Microsoft and meta join google in using ai to help run their data centers

data centers, which drive the apps, websites, and services that billions of people use every day, can b...

June 18, 2022, 9:00 am

Vnet group: significant upside based on structural idc tailwinds and government support

VNET Group, Inc. is a leading Internet data center provider and service company in China. The firm offe...

June 15, 2022, 2:00 pm

Digital realty: make big tech pay your bills

Digital Realty Trust is a high-quality data center REIT that is trading at a reasonable price consideri...

June 12, 2022, 8:10 am

Nvidia stock: secular growth provides hope

Nvidia's GPU stronghold provides it with secular growth attributes. CPU market penetration could tap into the ...

June 11, 2022, 10:06 am

Google cloud opens a new region in texas

Google Cloud today announced the launch of its new cloud region in Dallas, Texas, as it continues to expand its ...

June 8, 2022, 5:27 am

Why switch stock soared 13% in may

The data center operator had a big month....

June 6, 2022, 4:05 pm

Intel: unprecedented data center acceleration

Most investors know Intel's biggest product concern is its data center roadmap. I have identified an un...

June 6, 2022, 9:09 am

Digital realty: buy this undervalued data center reit for high dividends and high growth

Digital Realty Trust is a leading data center REIT providing secure data processing, storage, and excha...

June 2, 2022, 11:54 am

Amdocs: strength in cloud and 5g but a hold after the upside

Amdocs provides software solutions to more than 300 telcos and media companies in 80 different countries. It is particularly strong in supporting CSPs...

June 1, 2022, 5:30 pm

Nvidia's potential is massive as 2 new data center types emerge

A new breed of data centers is emerging that needs high-performance chips running around the clock....

June 1, 2022, 11:34 am

Arista networks: investing in incremental systems improvement

Over the years, Arista Networks has generated its revenue from the sale of switching and routing platforms that incorporate the company's EOS software...

May 31, 2022, 5:10 pm

Iron mountain: tune out the noise and collect this steady check

Iron Mountain has strong pricing power, which has allowed it to generate impressive AFFO/share growth. It's seeing robust leasing trends in its ...

May 29, 2022, 8:05 am

More of the same from broadcom is perfectly fine

Broadcom posted a healthy beat-and-raise quarter, with the company continuing to benefit from its leadership in the hot networking/...

May 27, 2022, 4:59 pm

7 nvidia analysts break down long-term story, new products, data center growth after q1 print

SeveralĀ NVIDIA Corporation (NASDAQ: NVDA) reacted to the chipmaker's first-quarter report with lower price targets. Here's what they had to say....

May 26, 2022, 4:55 pm

Nvidia q1 2023 review: pioneering innovation with innovation

Nvidia posted another consecutive blockbuster quarter as expected with a strong sales and earnings beat. Higher-margin ...

May 26, 2022, 3:41 pm

Nvidia's gaming may slow, but data center is growing at 60-70%, says boa's vivek arya

Vivek Arya, Bank of America analyst, joins 'TechCheck' to discuss NVIDIA earnings report and semiconductor demand....

May 26, 2022, 12:24 pm

Nvidia (nvda) q1 earnings beat, stock falls on dim q2 guidance

NVIDIA's (NVDA) first-quarter fiscal 2023 results reflect the benefits of higher demand for its graphics chips used in ...

May 26, 2022, 9:02 am

Nvidia's data center business is growing 80% year-over-year, says needham's rajvindra gill

Rajvindra Gill, Needham managing director of semiconductor equity, joins 'Closing Bell' to discuss Nvidia shares ahead of earnings and chip stocks....

May 25, 2022, 4:43 pm

Nvidia earnings: what to watch on wednesday after the market close

In the tech giant's fiscal Q1 report, investors should focus on results in the gaming and data center b...

May 23, 2022, 8:08 am

3 really good reasons to invest in data center reits

Addressable market, dividend payouts, and recent acquisition history add growing interest to this shrinking group....

May 22, 2022, 9:21 am


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