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Data center building at dusk with illuminated network light trails and solar panels in the foreground.
July 17, 2026 6:35 AM ET

The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

NYSEARCA:SRVRNASDAQ:DTCRBATS:RACK
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Palantir-branded sphere glows in a server room with AI graphics, underscoring the company’s enterprise AI capabilities.
July 17, 2026 6:00 AM ET

Palantir's Wild Ride: Inside the Stock Wall Street Can't Agree On

NASDAQ:PLTR
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Broadcom logo appears on a semiconductor chip inside a data center, underscoring AI infrastructure demand.
July 17, 2026 5:25 AM ET

Has Broadcom Become Too Expensive for Its AI Story?

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Microsoft logo displayed in a modern office setting underscores enterprise software leadership and AI investment growth.
July 16, 2026 10:00 AM ET

Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test

NASDAQ:MSFT
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A Toast point-of-sale terminal displaying the Toast logo sits on a coffee shop counter with a receipt printer and card reader.
July 16, 2026 9:25 AM ET

Toast’s Comeback Story Is Getting Harder for Wall Street to Ignore

NYSE:TOST
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Exterior view of a large data center building with electrical transformers, piping, and utility equipment in the foreground.
July 16, 2026 8:15 AM ET

AI’s Power Crunch Fuels a Pivot for These 2 Oilfield Stocks

NYSE:LBRTNYSE:SLB
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Rows of server racks with blue network cables and storage drives in a data center aisle.
July 16, 2026 5:55 AM ET

Which Storage Stock Is Best Positioned to Win the AI Memory War?

NASDAQ:WDCNASDAQ:STXNASDAQ:SNDK
Read Which Storage Stock Is Best Positioned to Win the AI Memory War?
A blue Tesla Model S drives along a coastal mountain road at sunset, with the Tesla logo overlaid above.
July 16, 2026 5:20 AM ET

Tesla’s Delivery Surprise Was Big—Earnings Need to Be Bigger

NASDAQ:TSLA
Read Tesla’s Delivery Surprise Was Big—Earnings Need to Be Bigger
ASML logo on a semiconductor lithography machine with a robotic arm handling silicon wafers in a cleanroom.
July 15, 2026 11:10 AM ET

Why ASML’s AI Monopoly Is Still Getting Stronger

NASDAQ:ASML
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Illustration of the Apple logo glowing on a circuit board encased in a translucent box against a digital backdrop.
July 15, 2026 10:35 AM ET

Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings

NASDAQ:AAPL
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3D Google logo illuminated on a dark surface surrounded by blurred, colorful circuit-like light patterns.
July 15, 2026 8:55 AM ET

Alphabet’s AI Spending Question Looms Over Q2 Earnings

NASDAQ:GOOGL
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Data center aisle with server racks, blue lighting, and coolant supply and return pipes with gauges.
July 15, 2026 8:20 AM ET

CleanSpark Inks a $6.6B AI Lease to Become a Digital Landlord

NASDAQ:CLSKNASDAQ:METANASDAQ:MARA
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Nebius logo displayed in a data center aisle lined with illuminated blue server racks.
July 15, 2026 7:10 AM ET

Blueprint for a Billion: Nebius Group Secures the AI Floor

NASDAQ:NBISNASDAQ:METANASDAQ:MSFT
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Tower Semiconductor logo displayed on a screen with a silicon wafer on a stand in a cleanroom hallway.
July 15, 2026 6:00 AM ET

Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet

NASDAQ:TSEMNASDAQ:MRVL
Read Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet
Steam rises from a power plant cooling tower silhouetted against a glowing sunset sky.
July 14, 2026 9:55 AM ET

3 Energy Stocks Racing to Fix AI's Power Problem

NASDAQ:FRVONYSE:ORANASDAQ:BKR
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Orange industrial robotic arms assemble metal components on a factory production line beside a data display screen.
July 14, 2026 8:45 AM ET

Prepare for the Next Wave of Factory Automation With These 3 Standout Names

NYSE:ROKNASDAQ:CGNXNASDAQ:TER
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Aerial view of a water treatment plant with circular clarifiers, pipelines, and a reservoir behind it.
July 14, 2026 8:45 AM ET

These 3 Water ETFs Could be Quiet Winners From Infrastructure Spending

NASDAQ:PHONYSEARCA:FIWNYSEARCA:CGW
Read These 3 Water ETFs Could be Quiet Winners From Infrastructure Spending
Amazon logo displayed alongside a monitor showing an upward-trending green stock price chart.
July 14, 2026 8:10 AM ET

The Bond Market Just Sent Amazon a Message Investors Shouldn’t Ignore

NASDAQ:AMZN
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SanDisk logo displayed above a SanDisk Extreme portable SSD, cable, and memory cards on a desk.
July 14, 2026 7:35 AM ET

Wedbush Pounds the Table—Buy Sandisk Before August 5 Earnings

NASDAQ:SNDK
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Illustration of colorful fiber optic cables feeding into a metal connector labeled
July 14, 2026 7:00 AM ET

Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks

NYSE:ANETNYSE:VRTNASDAQ:ALAB
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SK Hynix logo displayed on a lit panel inside a semiconductor manufacturing facility with robotic arms and equipment.
July 13, 2026 1:00 PM ET

The SK Hynix IPO and 2027’s AI Memory Squeeze

NASDAQ:SKHYNASDAQ:NVDANASDAQ:MU
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Meta's illuminated infinity logo displayed on a curved wall in a modern building lobby.
July 13, 2026 12:10 PM ET

Meta Platforms Stock Rises as Muse Spark 1.1 AI Model Debuts

NASDAQ:META
Read Meta Platforms Stock Rises as Muse Spark 1.1 AI Model Debuts
Micron logo with a silicon wafer, memory modules, and semiconductor chip stack in a lab setting.
July 13, 2026 9:50 AM ET

Why Micron Is Doubling Down While the HBM Shortage Persists

NASDAQ:MU
Read Why Micron Is Doubling Down While the HBM Shortage Persists
Photorealistic close-up of SSD and HDD drives in a data center, representing AI-driven memory storage demand in semiconductors.
July 13, 2026 8:55 AM ET

Analysts See Major Upside for These 5 Stocks

NASDAQ:NVDANASDAQ:MUNYSE:ET
Read Analysts See Major Upside for These 5 Stocks
Aerial view of an industrial gas processing plant with storage tanks, pipelines, and a tanker truck in a rural setting.
July 13, 2026 8:55 AM ET

China's Helium Ban Could Reshape the AI Supply Chain

NASDAQ:LIN
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AMD logo on a computer chip placed on a circuit board with illuminated gold traces.
July 13, 2026 8:20 AM ET

AMD's 5C Deal Positions It as a Direct NVIDIA Rival

NASDAQ:AMD
Read AMD's 5C Deal Positions It as a Direct NVIDIA Rival
Voltmax electrical equipment and cable spools at an industrial construction site with a steel-framed building under construction.
July 13, 2026 6:00 AM ET

3 Non-Tech Stocks Still Winning Big on AI

NASDAQ:POWLNASDAQ:AAONNYSE:EME
Read 3 Non-Tech Stocks Still Winning Big on AI
Microsoft logo surrounded by a glowing digital network graphic in a data center with screens displaying charts and code.
July 12, 2026 8:55 AM ET

Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs

NASDAQ:MSFTNASDAQ:GOOGL
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A Starbucks cup with logo sits on a wooden counter inside a coffee shop with espresso equipment visible.
July 11, 2026 8:35 AM ET

Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs

NASDAQ:SBUXNASDAQ:MSFTNYSE:IBM
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Wolfspeed and Navitas Semiconductor logos displayed above semiconductor chips, wafers, and circuit boards in a lab setting.
July 11, 2026 7:40 AM ET

Power Struggle: Wolfspeed Sues Navitas Over AI Chips

NASDAQ:NVTSNYSE:WOLFNYSE:GE
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