
Are AI Data Centers Becoming a Power Stock Story?
AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.
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AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.
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48 articles across 3 active months.
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AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.
Archive
Stocks, crypto, AI, and policy — reporting and commentary on TECHi (showing 48 of 387).

AppLovin's Q1 beat reframes APP stock as an AI ad-pricing story, with Axon self-serve access, 85% margins and policy risk now in focus.

Arm's Q4 beat matters, but the bigger ARM stock test is whether AGI CPU demand turns into real data-center silicon revenue without hurting royalties.

Alphabet is spending up to $190B on AI infrastructure in 2026. Here is the free-cash-flow bear case, the Cloud countercase, and what GOOG investors should watch.

Amazon opens its entire logistics network — freight, fulfillment, parcel — to every business. AMZN hits 52-week high. FedEx, UPS, GXO, Forward Air collapse on the news. Why AGI accelerates "Winners Take Most."

Palantir crushed Q1 earnings, but PLTR stock fell as valuation, U.S. commercial expectations, and AI software multiples reset after the report today.

Palantir Q1 2026: Revenue $1.63B (beat $1.54B est), Adj EPS $0.33 (beat $0.24), US Commercial +130% YoY, FY26 guide $7.64B. We explain the numbers — and why PLTR is only up 2%.

Palantir wins a $300M BPA from USDA to build 'One Farmer, One File.' Here's the deal, the politics, and what it means for PLTR at $145.97.

Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.

Oracle stock (ORCL) trades at $174.59, 49% below its $345.72 September 2025 high. $553B RPO, 84% OCI growth, $261.29 analyst target. Q3 FY2026 analysis.

QQQ gained 4.1% for its best week since November 2025. Iran ceasefire, March CPI at 3.3%, and 660B AI capex drove Nasdaq-100 to 611.

March 2026 CPI rose 0.9% on a 21.2% gasoline spike, but core came in at 0.2% and 2.6% annually. Why it gives the Fed cover and how markets absorbed the print.

The SEC just cleared ETH staking inside ETFs. BlackRock ETHB is live, Grayscale pays yields, and more funds are filing. Here is what it means for ETH.

AVGO at $406.54 (April 17 close), $1.91T market cap. Q1 FY2026 revenue $19.31B, AI +106% to $8.4B, $73B backlog, $100B+ AI target by 2027.
Elon Musk net worth reaches $811 billion in 2026. Full breakdown of his SpaceX-xAI merger, Tesla holdings, DOGE impact, wealth milestones, and whether…

Is NBIS stock a buy? Deep analysis of Nebius Group covering the $27B Meta deal, $19.4B Microsoft contract, Nvidia investment, data center buildout,…

Nvidia paid $20B to license Groq LPU inference tech and hire its team. Full breakdown of the deal structure, Groq 3 chip specs, Senate antitrust…

Is RGTI stock worth buying? Deep analysis of Rigetti Computing quantum roadmap, Ankaa-3 processor, financials, analyst price targets, and whether this…

Looking beyond Palantir? These 5 AI stocks — ServiceNow, Snowflake, CrowdStrike, Datadog, and Broadcom — could deliver stronger returns by year-end 2026.

Complete PLTR stock analysis with live Palantir share price, Q4 FY2025 earnings breakdown, AIP growth, $10B Army contract, analyst targets, and…

Deep analysis of QBTS stock (D-Wave Quantum). FY2025 earnings, QCI acquisition, analyst price targets, bull/bear case, and whether QBTS is a buy at…

Meta stock price prediction with bear/base/bull targets through 2030. META trades at $579 with analyst consensus at $836.

Intel stock at $44.13 with $206B market cap. Full analysis of 18A foundry progress, Nvidia's $5B investment, CEO Tan's turnaround, analyst targets…

CrowdStrike, Palo Alto, Fortinet, Zscaler, and SentinelOne compared. Current valuations, earnings data, and a framework for which cybersecurity stocks…

AAA says the U.S. regular-gas average hit $4.536 on May 6, 2026. Here is why pump prices remain high even as oil futures slide on Iran deal hopes.

All 7 Magnificent Seven stocks are down in 2026, shedding $2T+ from peaks. Our stock-by-stock verdicts reveal 3 Buys, 3 Holds, and 1 Sell.

March 2026 jobs report preview: consensus +57K nonfarm payrolls, Good Friday release, and what it means for stocks, the Fed, and your portfolio.

Trump April 6 Iran deadline: 3 scenarios for oil ($80-$200), stocks (S&P 500 rally or crash), and your portfolio. Sector playbook and action plan inside.

Top 10 oil and energy stocks to buy as XLE surges 33% YTD. ExxonMobil, Chevron, Occidental, Cheniere + more. WTI at $112, IEA warns of worst crisis…

Cathie Wood says Tesla Robotaxi could capture half of a $10 trillion autonomous mobility market with 90% margins.

Bitcoin miners selling BTC reserves to fund AI data centers. Mining difficulty drops 7.76%. Core Scientific, Marathon, Riot pivoting.

Google TurboQuant cuts AI memory 6x and boosts inference 8x. Micron down 24%, SK Hynix filing $14B US IPO. Morgan Stanley and BofA call it a buying…

SpaceX remains private, but reported 2026 IPO plans, Starlink scale and Starship risk make the S-1 the document investors must wait for.

Oil price today: WTI $79.78, Brent $86.84 on April 17, 2026. Crude crashes 12-16% as Iran confirms Hormuz fully open. Full ceasefire analysis and OPEC+ outlook.

S&P 500 shed 45 points to 7,064 on April 22 as Maersk raised Strait shipping concerns. Dow fell to 49,149. VIX at 19.03. Tesla Q1 results after the bell.

Gold futures jumped to $4,707 on May 6, 2026 as the dollar slipped, yields softened and safe-haven demand stayed strong. Here is what to watch next.

Apple stock today at $252.89, up 0.11%. Market cap $3.69T. AAPL 12% below $288 ATH. Next earnings April 30. Analyst target $295. Updated March 27, 2026.

Tesla stock dropped 5.4% to $360.59 after Q1 2026 deliveries of 358,023 missed consensus. 50K inventory build, energy storage collapsed 39%.

NVDA at $182.08, +2.50% on ceasefire rally. $4.42T market cap. 41/42 analysts Buy, avg target $272 (49% upside). Q1 guidance $78B. Updated April 9, 2026.

Qualcomm stock trades at 10.5x forward earnings near multi-year lows. Record $1.1B auto revenue, $20B buyback, 2.77%% dividend yield.

CoreWeave stock analysis — $116.85 April 17 close, $88B backlog after Meta expansion, 140% revenue guide, $29.8B debt, 32-analyst consensus.

TSM at $370.50 (April 17 close), $1.88T market cap. Q1 2026 revenue $35.9B, EPS $3.49 beat, gross margin 66.2%, Q2 guide $39-$40.2B. AI foundry leader analysis.

MSFT at $422.79 (April 17 close), $3.14T market cap. Q2 FY2026 revenue $81.3B (+17%), Azure +39%, $625B RPO. Forecast & forward analysis inside.

AMD at $278.39 (April 17 close), ~$450B market cap. FY2025 revenue $34.6B (+34%), Meta $60B deal, OpenAI 6GW, MI450 roadmap. Forecast inside.
DeepSeek vs ChatGPT vs Gemini compared. Pricing, benchmarks, features, privacy risks & which AI model to use for coding, research, and daily use in [year].

PLTR at $146.39 (April 17 close), $350B market cap. Golden Dome contract, Q4 2025 revenue $1.41B (+70%), 117x forward P/E valuation debate.

AAPL at $270.42 (April 17 close), $4.05T market cap. Q1 FY2026 revenue $143.8B (+16%), iPhone record, Services $30B. Q2 earnings April 30 analysis.

GOOGL at $341.68 (April 17 close), $4.14T market cap. FY2025 revenue $402.8B, $240B Cloud backlog, TurboQuant AI launch. Forecast & analysis inside.